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

Goldstone 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 		$2.73M Sell
28,606
-955
-3% -$89.8K 0.25% 74
2026
Q1 		$2.56M Sell
29,561
-39,160
-57% -$3.49M 0.28% 69
2025
Q4 		$5.82M Buy
68,721
+10,424
+18% +$874K 0.65% 43
2025
Q3 		$4.81M Buy
58,297
+5,879
+11% +$467K 0.57% 44
2025
Q2 		$4.08M Buy
52,418
+19,083
+57% +$1.39M 0.54% 45
2025
Q1 		$2.33M Buy
33,335
+3,288
+11% +$228K 0.35% 59
2024
Q4 		$1.99M Buy
30,047
+5,563
+23% +$386K 0.31% 60
2024
Q3 		$1.78M Buy
24,484
+3,283
+15% +$227K 0.31% 58
2024
Q2 		$1.43M Buy
21,201
+8,348
+65% +$566K 0.29% 61
2024
Q1 		$872K Sell
12,853
-67
-0.5% -$4.37K 0.2% 78
2023
Q4 		$839K Sell
12,920
-1,248
-9% -$76.4K 0.22% 79
2023
Q3 		$850K Buy
14,168
+2,951
+26% +$184K 0.25% 79
2023
Q2 		$702K Sell
11,217
-28,366
-72% -$1.78M 0.21% 84
2023
Q1 		$2.45M Buy
+39,583
New +$2.42M 0.81% 27

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Goldstone Financial Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.2% in Q2 2026, selling an estimated $89.8K and leaving 28,606 shares worth $2.73M. The position accounts for 0.25% of the portfolio, ranked #74.

Goldstone Financial Group first reported a position in IXUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.82M in Q4 2025. 1,053 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Goldstone Financial Group held 28,606 shares of iShares Core MSCI Total International Stock ETF worth $2.73M as of Q2 2026.
  • Goldstone Financial Group sold 955 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $89.8K.
  • iShares Core MSCI Total International Stock ETF made up 0.25% of Goldstone Financial Group's portfolio in Q2 2026, its #74 holding.
  • Goldstone Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's iShares Core MSCI Total International Stock ETF position peaked at $5.82M in Q4 2025.
  • 1,053 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

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