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

Finley Financial’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	$21.8M	Sell	228,192 -1,190	-0.5%	-$112K	8.77%	3
2026 Q1	$19.9M	Buy	229,382 +21,473	+10%	+$1.91M	9.3%	3
2025 Q4	$17.6M	Buy	207,909 +10,532	+5%	+$883K	8.06%	3
2025 Q3	$16.3M	Buy	197,377 +8,940	+5%	+$711K	7.54%	3
2025 Q2	$14.6M	Buy	188,437 +8,431	+5%	+$616K	7.32%	3
2025 Q1	$12.9M	Buy	180,006 +10,084	+6%	+$699K	7.21%	3
2024 Q4	$11.3M	Buy	+169,922	New	+$11.8M	5.86%	5

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

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 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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Finley Financial's IXUS Position: Q2 2026 in Review

Finley Financial reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.52% in Q2 2026, selling an estimated $112K and leaving 228,192 shares worth $21.8M. The position accounts for 8.77% of the portfolio, ranked #3.

Finley Financial first reported a position in IXUS in Q4 2024 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Finley Financial held 228,192 shares of iShares Core MSCI Total International Stock ETF worth $21.8M as of Q2 2026.
Finley Financial sold 1,190 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $112K.
iShares Core MSCI Total International Stock ETF made up 8.77% of Finley Financial's portfolio in Q2 2026, its #3 holding.
Finley Financial first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 7 quarters since.
204 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.