Carr Financial Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Carr Financial Group’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	$2.79M	Buy	29,206 +1,617	+6%	+$152K	0.64%	35
2026 Q1	$2.39M	Sell	27,589 -448	-2%	-$39.9K	0.63%	33
2025 Q4	$2.37M	Buy	28,037 +1,211	+5%	+$102K	0.63%	30
2025 Q3	$2.22M	Buy	26,826 +1,485	+6%	+$118K	0.61%	34
2025 Q2	$1.96M	Buy	25,341 +612	+2%	+$44.7K	0.58%	34
2025 Q1	$1.73M	Sell	24,729 -122	-0.5%	-$8.46K	0.57%	36
2024 Q4	$1.64M	Sell	24,851 -4,067	-14%	-$282K	0.51%	39
2024 Q3	$2.1M	Sell	28,918 -810	-3%	-$56.1K	0.62%	36
2024 Q2	$2.01M	Sell	29,728 -11,322	-28%	-$768K	0.64%	34
2024 Q1	$2.79M	Sell	41,050 -356	-0.9%	-$23.2K	0.93%	25
2023 Q4	$2.69M	Sell	41,406 -1,078	-3%	-$66K	0.99%	20
2023 Q3	$2.57M	Buy	42,484 +1,422	+3%	+$88.7K	1.02%	20
2023 Q2	$2.57M	Buy	41,062 +3,674	+10%	+$230K	1.03%	20
2023 Q1	$2.32M	Sell	37,388 -7,069	-16%	-$433K	1.02%	21
2022 Q4	$2.57M	Buy	+44,457	New	+$2.48M	1.35%	16

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

Carr Financial Group's IXUS Position: Q2 2026 in Review

Carr Financial Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5.9% in Q2 2026, buying an estimated $152K and bringing the position to 29,206 shares worth $2.79M. The position accounts for 0.64% of the portfolio, ranked #35.

Carr Financial Group first reported a position in IXUS in Q4 2022 and has held it in 15 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Carr Financial Group held 29,206 shares of iShares Core MSCI Total International Stock ETF worth $2.79M as of Q2 2026.
Carr Financial Group bought 1,617 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $152K.
iShares Core MSCI Total International Stock ETF made up 0.64% of Carr Financial Group's portfolio in Q2 2026, its #35 holding.
Carr Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 15 quarters since.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.