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

Fiduciary 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	$557K	Hold	5,860	–	–	0.07%	174
2026 Q2	$559K	Hold	5,860	–	–	0.06%	173
2026 Q1	$508K	Hold	5,860	–	–	0.07%	173
2025 Q4	$496K	Buy	5,860 +499	+9%	+$41.8K	0.07%	163
2025 Q3	$443K	Hold	5,361	–	–	0.07%	165
2025 Q2	$415K	Hold	5,361	–	–	0.08%	159
2025 Q1	$352K	Buy	5,361 +1	+0%	+$69	0.08%	158
2024 Q4	$350K	Sell	5,360 -404	-7%	-$28K	0.08%	158
2024 Q3	$413K	Buy	5,764 +134	+2%	+$9.28K	0.09%	133
2024 Q2	$395K	Buy	+5,630	New	+$382K	0.1%	130

Other funds holding IXUS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Hardy Reed Tupelo, Mississippi $1.58B AUM 14.98% 1-Year Est. Return

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

Fiduciary Financial Group held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2026 at 5,860 shares worth $557K. The position accounts for 0.07% of the portfolio, ranked #174.

Fiduciary Financial Group first reported a position in IXUS in Q2 2024 and has held it in 10 quarters since. The position peaked at $559K in Q2 2026. 642 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Fiduciary Financial Group held 5,860 shares of iShares Core MSCI Total International Stock ETF worth $557K as of Q3 2026.
Fiduciary 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 0.07% of Fiduciary Financial Group's portfolio in Q3 2026, its #174 holding.
Fiduciary Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2024 and has held it in 10 quarters since.
Fiduciary Financial Group's iShares Core MSCI Total International Stock ETF position peaked at $559K in Q2 2026.
642 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

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