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

Embree 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 		$241K Sell
2,527
-1,411
-36% -$133K 0.02% 250
2026
Q1 		$341K Hold
3,938
– – 0.04% 190
2025
Q4 		$333K Buy
3,938
+44
+1% +$3.69K 0.04% 184
2025
Q3 		$322K Sell
3,894
-695
-15% -$55.3K 0.04% 177
2025
Q2 		$355K Buy
4,589
+47
+1% +$3.43K 0.05% 154
2025
Q1 		$317K Buy
4,542
+430
+10% +$29.8K 0.05% 158
2024
Q4 		$272K Buy
4,112
+44
+1% +$3.05K 0.05% 165
2024
Q3 		$295K Sell
4,068
-1,946
-32% -$135K 0.05% 153
2024
Q2 		$406K Buy
6,014
+38
+0.6% +$2.58K 0.08% 125
2024
Q1 		$406K Buy
5,976
+1,946
+48% +$127K 0.08% 130
2023
Q4 		$262K Buy
+4,030
New +$247K 0.06% 151

Other funds holding IXUS

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
BC
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
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
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

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

Embree Financial Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 36% in Q2 2026, selling an estimated $133K and leaving 2,527 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #250.

Embree Financial Group first reported a position in IXUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $406K in Q2 2024. 204 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Embree Financial Group held 2,527 shares of iShares Core MSCI Total International Stock ETF worth $241K as of Q2 2026.
  • Embree Financial Group sold 1,411 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $133K.
  • iShares Core MSCI Total International Stock ETF made up 0.02% of Embree Financial Group's portfolio in Q2 2026, its #250 holding.
  • Embree Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's iShares Core MSCI Total International Stock ETF position peaked at $406K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.