Benchmark Financial Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio IXUS Stock Details IXUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$581K	Buy	6,093 +604	+11%	+$56.8K	0.14%	77
2026 Q1	$476K	Hold	5,489	–	–	0.13%	83
2025 Q4	$465K	Buy	5,489 +54	+1%	+$4.53K	0.13%	79
2025 Q3	$449K	Buy	5,435 +38	+0.7%	+$3.02K	0.14%	78
2025 Q2	$417K	Buy	5,397 +22	+0.4%	+$1.61K	0.14%	76
2025 Q1	$375K	Sell	5,375 -407	-7%	-$28.2K	0.14%	71
2024 Q4	$382K	Sell	5,782 -818	-12%	-$56.8K	0.12%	69
2024 Q3	$479K	Sell	6,600 -252	-4%	-$17.5K	0.16%	57
2024 Q2	$463K	Sell	6,852 -5,156	-43%	-$350K	0.17%	52
2024 Q1	$815K	Sell	12,008 -1,119	-9%	-$73K	0.31%	34
2023 Q4	$852K	Buy	13,127 +130	+1%	+$7.96K	0.37%	33
2023 Q3	$780K	Hold	12,997	–	–	0.37%	32
2023 Q2	$814K	Sell	12,997 -224	-2%	-$14K	0.38%	31
2023 Q1	$819K	Sell	13,221 -1,604	-11%	-$98.2K	0.42%	25
2022 Q4	$858K	Sell	14,825 -739	-5%	-$41.2K	0.47%	26
2022 Q3	$793K	Sell	15,564 -134,710	-90%	-$7.64M	0.47%	29
2022 Q2	$8.57M	Sell	150,274 -15,101	-9%	-$930K	4.39%	8
2022 Q1	$11M	Buy	165,375 +1,107	+0.7%	+$75.1K	4.68%	7
2021 Q4	$11.7M	Buy	164,268 +2,566	+2%	+$184K	4.87%	6
2021 Q3	$11.5M	Sell	161,702 -2,325	-1%	-$169K	5.46%	5
2021 Q2	$12M	Buy	164,027 +6,587	+4%	+$482K	5.74%	5
2021 Q1	$11.1M	Sell	157,440 -4,279	-3%	-$300K	6.04%	6
2020 Q4	$10.9M	Buy	161,719 +2,963	+2%	+$186K	5.98%	6
2020 Q3	$9.26M	Buy	158,756 +13,318	+9%	+$776K	5.97%	5
2020 Q2	$7.93M	Buy	+145,438	New	+$7.48M	5.83%	5

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Benchmark Financial Wealth Advisors's IXUS Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 11% in Q2 2026, buying an estimated $56.8K and bringing the position to 6,093 shares worth $581K. The position accounts for 0.14% of the portfolio, ranked #77.

Benchmark Financial Wealth Advisors first reported a position in IXUS in Q2 2020 and has held it in 25 quarters since. The position peaked at $12M in Q2 2021. 1,053 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Benchmark Financial Wealth Advisors held 6,093 shares of iShares Core MSCI Total International Stock ETF worth $581K as of Q2 2026.
Benchmark Financial Wealth Advisors bought 604 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $56.8K.
iShares Core MSCI Total International Stock ETF made up 0.14% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Benchmark Financial Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2020 and has held it in 25 quarters since.
Benchmark Financial Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $12M in Q2 2021.
1,053 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.