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

Cassilly 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
Q3 		$735K Hold
7,733
– – 0.49% 41
2026
Q2 		$738K Hold
7,733
– – 0.54% 37
2026
Q1 		$670K Hold
7,733
– – 0.58% 39
2025
Q4 		$655K Buy
+7,733
New +$648K 0.58% 39

Other funds holding IXUS

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Cassilly Financial Group's IXUS Position: Q3 2026 in Review

Cassilly Financial Group held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2026 at 7,733 shares worth $735K. The position accounts for 0.49% of the portfolio, ranked #41.

Cassilly Financial Group first reported a position in IXUS in Q4 2025 and has held it in 4 quarters since. The position peaked at $738K in Q2 2026. 33 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Cassilly Financial Group held 7,733 shares of iShares Core MSCI Total International Stock ETF worth $735K as of Q3 2026.
  • Cassilly Financial Group left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.49% of Cassilly Financial Group's portfolio in Q3 2026, its #41 holding.
  • Cassilly Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • Cassilly Financial Group's iShares Core MSCI Total International Stock ETF position peaked at $738K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.