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

Financial Alternatives’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	$1.26M	Sell	13,175 -316	-2%	-$29.7K	0.62%	28
2026 Q1	$1.17M	Sell	13,491 -331	-2%	-$29.5K	0.63%	28
2025 Q4	$1.17M	Sell	13,822 -108	-0.8%	-$9.05K	0.68%	28
2025 Q3	$1.15M	Sell	13,930 -273	-2%	-$21.7K	0.7%	28
2025 Q2	$1.1M	Sell	14,203 -204	-1%	-$14.9K	0.71%	26
2025 Q1	$1.01M	Hold	14,407	–	–	0.72%	26
2024 Q4	$953K	Sell	14,407 -301	-2%	-$20.9K	0.67%	29
2024 Q3	$1.07M	Hold	14,708	–	–	0.75%	26
2024 Q2	$994K	Hold	14,708	–	–	0.75%	26
2024 Q1	$998K	Hold	14,708	–	–	0.77%	26
2023 Q4	$955K	Hold	14,708	–	–	0.81%	27
2023 Q3	$882K	Hold	14,708	–	–	0.82%	27
2023 Q2	$921K	Hold	14,708	–	–	0.83%	27
2023 Q1	$911K	Sell	14,708 -2,070	-12%	-$127K	0.87%	26
2022 Q4	$971K	Buy	+16,778	New	+$936K	0.96%	24

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Financial Alternatives's IXUS Position: Q2 2026 in Review

Financial Alternatives reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.3% in Q2 2026, selling an estimated $29.7K and leaving 13,175 shares worth $1.26M. The position accounts for 0.62% of the portfolio, ranked #28.

Financial Alternatives first reported a position in IXUS in Q4 2022 and has held it in 15 quarters since. 1,052 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Financial Alternatives held 13,175 shares of iShares Core MSCI Total International Stock ETF worth $1.26M as of Q2 2026.
Financial Alternatives sold 316 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $29.7K.
iShares Core MSCI Total International Stock ETF made up 0.62% of Financial Alternatives's portfolio in Q2 2026, its #28 holding.
Financial Alternatives first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 15 quarters since.
1,052 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.