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Broadview Financial Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Broadview Financial Management’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 		$1.08M Sell
11,368
-312
-3% -$29.3K 0.66% 25
2026
Q1 		$1.01M Sell
11,680
-326
-3% -$29K 0.69% 24
2025
Q4 		$1.02M Buy
12,006
+222
+2% +$18.6K 0.68% 24
2025
Q3 		$973K Sell
11,784
-255
-2% -$20.3K 0.66% 25
2025
Q2 		$931K Sell
12,039
-1,181
-9% -$86.2K 0.63% 27
2025
Q1 		$923K Sell
13,220
-450
-3% -$31.2K 0.69% 25
2024
Q4 		$904K Buy
13,670
+15
+0.1% +$1.04K 0.65% 27
2024
Q3 		$992K Sell
13,655
-166
-1% -$11.5K 0.67% 27
2024
Q2 		$934K Buy
13,821
+159
+1% +$10.8K 0.68% 26
2024
Q1 		$927K Hold
13,662
– – 0.68% 26
2023
Q4 		$887K Buy
13,662
+219
+2% +$13.4K 0.68% 26
2023
Q3 		$806K Sell
13,443
-77
-0.6% -$4.8K 0.75% 23
2023
Q2 		$847K Sell
13,520
-3,905
-22% -$244K 0.72% 24
2023
Q1 		$1.08M Buy
17,425
+1,342
+8% +$82.2K 0.94% 23
2022
Q4 		$931K Sell
16,083
-3,786
-19% -$211K 0.84% 26
2022
Q3 		$1.01M Sell
19,869
-855
-4% -$48.5K 1.01% 24
2022
Q2 		$1.18M Buy
20,724
+395
+2% +$24.3K 1.1% 21
2022
Q1 		$1.35M Sell
20,329
-10
-0% -$678 1% 23
2021
Q4 		$1.44M Buy
20,339
+329
+2% +$23.6K 1.03% 21
2021
Q3 		$1.42M Sell
20,010
-311
-2% -$22.7K 1.1% 20
2021
Q2 		$1.49M Buy
20,321
+77
+0.4% +$5.64K 1.12% 20
2021
Q1 		$1.42M Sell
20,244
-616
-3% -$43.2K 1.11% 21
2020
Q4 		$1.4M Sell
20,860
-83
-0.4% -$5.21K 1.08% 23
2020
Q3 		$1.22M Sell
20,943
-247
-1% -$14.4K 1.03% 25
2020
Q2 		$1.16M Sell
21,190
-1,333
-6% -$68.6K 0.92% 25
2020
Q1 		$1.06M Buy
22,523
+11
+0% +$621 0.95% 26
2019
Q4 		$1.39M Buy
22,512
+357
+2% +$21.4K 0.97% 25
2019
Q3 		$1.28M Sell
22,155
-313
-1% -$18K 0.95% 26
2019
Q2 		$1.32M Buy
22,468
+126
+0.6% +$7.34K 0.99% 24
2019
Q1 		$1.3M Hold
22,342
– – 1.01% 25
2018
Q4 		$1.17M Sell
22,342
-2,194
-9% -$122K 1.04% 22
2018
Q3 		$1.48M Buy
24,536
+12
+0% +$723 1.33% 17
2018
Q2 		$1.48M Sell
24,524
-552
-2% -$34.7K 1.44% 16
2018
Q1 		$1.58M Sell
25,076
-371
-1% -$23.9K 1.56% 16
2017
Q4 		$1.6M Buy
+25,447
New +$1.58M 1.56% 16

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Broadview Financial Management's IXUS Position: Q2 2026 in Review

Broadview Financial Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.7% in Q2 2026, selling an estimated $29.3K and leaving 11,368 shares worth $1.08M. The position accounts for 0.66% of the portfolio, ranked #25.

Broadview Financial Management first reported a position in IXUS in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.6M in Q4 2017. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Broadview Financial Management held 11,368 shares of iShares Core MSCI Total International Stock ETF worth $1.08M as of Q2 2026.
  • Broadview Financial Management sold 312 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $29.3K.
  • iShares Core MSCI Total International Stock ETF made up 0.66% of Broadview Financial Management's portfolio in Q2 2026, its #25 holding.
  • Broadview Financial Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2017 and has held it in 35 quarters since.
  • Broadview Financial Management's iShares Core MSCI Total International Stock ETF position peaked at $1.6M in Q4 2017.
  • 1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.