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COMPASS FINANCIAL MANAGEMENT LLC’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$4.17M Buy
+43,599
New +$4.1M 0.5% 49

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IXUS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2026: 43,599 shares worth $4.17M. The stake represents 0.5% of the portfolio and ranks #49 among its holdings.

877 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 43,599 shares of iShares Core MSCI Total International Stock ETF worth $4.17M as of Q2 2026.
  • iShares Core MSCI Total International Stock ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.5% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #49 holding.
  • 877 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.