Collective Family Office’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Collective Family Office’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	$2.84M	Sell	29,800 -676	-2%	-$63.5K	0.58%	40
2026 Q1	$2.64M	Sell	30,476 -4,105	-12%	-$366K	0.59%	40
2025 Q4	$2.93M	Buy	34,581 +182	+0.5%	+$15.3K	0.67%	38
2025 Q3	$2.84M	Hold	34,399	–	–	0.68%	38
2025 Q2	$2.66M	Sell	34,399 -3,113	-8%	-$227K	0.68%	38
2025 Q1	$2.62M	Buy	37,512 +13,447	+56%	+$932K	0.71%	37
2024 Q4	$1.59M	Buy	24,065 +15	+0.1%	+$1.04K	0.44%	56
2024 Q3	$1.75M	Sell	24,050 -1,200	-5%	-$83.1K	0.47%	54
2024 Q2	$1.71M	Sell	25,250 -550	-2%	-$37.3K	0.5%	53
2024 Q1	$1.75M	Hold	25,800	–	–	0.57%	48
2023 Q4	$1.68M	Sell	25,800 -7,925	-23%	-$485K	0.59%	47
2023 Q3	$2.02M	Hold	33,725	–	–	0.79%	38
2023 Q2	$2.11M	Buy	33,725 +7,900	+31%	+$495K	0.83%	36
2023 Q1	$1.6M	Buy	25,825 +1,275	+5%	+$78.1K	0.66%	44
2022 Q4	$1.42M	Buy	+24,550	New	+$1.37M	0.64%	46

Other funds holding IXUS

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

ASW

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Collective Family Office's IXUS Position: Q2 2026 in Review

Collective Family Office reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.2% in Q2 2026, selling an estimated $63.5K and leaving 29,800 shares worth $2.84M. The position accounts for 0.58% of the portfolio, ranked #40.

Collective Family Office first reported a position in IXUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.93M in Q4 2025. 218 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Collective Family Office held 29,800 shares of iShares Core MSCI Total International Stock ETF worth $2.84M as of Q2 2026.
Collective Family Office sold 676 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $63.5K.
iShares Core MSCI Total International Stock ETF made up 0.58% of Collective Family Office's portfolio in Q2 2026, its #40 holding.
Collective Family Office first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 15 quarters since.
Collective Family Office's iShares Core MSCI Total International Stock ETF position peaked at $2.93M in Q4 2025.
218 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.