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

Financial Designs’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 		$14.6M Sell
153,403
-4,469
-3% -$420K 7.85% 5
2026
Q1 		$13.7M Sell
157,872
-154
-0.1% -$13.7K 7.61% 4
2025
Q4 		$13.4M Buy
158,026
+3,573
+2% +$300K 7.58% 6
2025
Q3 		$13M Buy
154,453
+4,659
+3% +$370K 7.51% 6
2025
Q2 		$11.6M Sell
149,794
-11,919
-7% -$870K 7.1% 6
2025
Q1 		$11.3M Sell
161,713
-1,361
-0.8% -$94.4K 7.86% 6
2024
Q4 		$10.8M Buy
163,074
+2,524
+2% +$175K 7.1% 5
2024
Q3 		$11.7M Buy
160,550
+3,397
+2% +$235K 7.53% 5
2024
Q2 		$10.6M Sell
157,153
-960
-0.6% -$65.1K 7.3% 5
2024
Q1 		$10.7M Buy
158,113
+76
+0% +$4.96K 7.07% 6
2023
Q4 		$10.3M Buy
+158,037
New +$9.67M 8.39% 6

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

Financial Designs's IXUS Position: Q2 2026 in Review

Financial Designs reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.8% in Q2 2026, selling an estimated $420K and leaving 153,403 shares worth $14.6M. The position accounts for 7.85% of the portfolio, ranked #5.

Financial Designs first reported a position in IXUS in Q4 2023 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Financial Designs held 153,403 shares of iShares Core MSCI Total International Stock ETF worth $14.6M as of Q2 2026.
  • Financial Designs sold 4,469 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $420K.
  • iShares Core MSCI Total International Stock ETF made up 7.85% of Financial Designs's portfolio in Q2 2026, its #5 holding.
  • Financial Designs first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.