CFM
IXUS icon

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

Compass 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 		$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
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
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

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

Compass Financial Management 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.

1,019 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Compass Financial Management 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 position in Q2 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.5% of Compass Financial Management's portfolio in Q2 2026, its #49 holding.
  • 1,019 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.