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

Independent 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 		$666K Buy
6,980
+203
+3% +$19.1K 0.01% 858
2026
Q1 		$587K Buy
6,777
+190
+3% +$16.9K 0.01% 856
2025
Q4 		$558K Buy
6,587
+1,644
+33% +$138K 0.01% 851
2025
Q3 		$408K Buy
4,943
+1,815
+58% +$144K 0.01% 939
2025
Q2 		$242K Buy
+3,128
New +$228K 0.01% 1125
2023
Q2 		– Sell
-5,504
Closed -$341K – 901
2023
Q1 		$341K Sell
5,504
-2,410
-30% -$148K 0.03% 560
2022
Q4 		$458K Sell
7,914
-8,496
-52% -$474K 0.04% 437
2022
Q3 		$836K Sell
16,410
-2,834
-15% -$161K 0.08% 260
2022
Q2 		$1.1M Buy
19,244
+97
+0.5% +$5.97K 0.12% 207
2022
Q1 		$1.27M Buy
19,147
+2,426
+15% +$165K 0.1% 194
2021
Q4 		$1.19M Sell
16,721
-2,103
-11% -$151K 0.1% 214
2021
Q3 		$1.34M Sell
18,824
-564
-3% -$41.1K 0.14% 157
2021
Q2 		$1.42M Buy
19,388
+15,566
+407% +$1.14M 0.15% 149
2021
Q1 		$269K Buy
3,822
+29
+0.8% +$2.03K 0.03% 500
2020
Q4 		$255K Sell
3,793
-99
-3% -$6.22K 0.04% 466
2020
Q3 		$227K Sell
3,892
-263
-6% -$15.3K 0.04% 418
2020
Q2 		$227K Sell
4,155
-297
-7% -$15.3K 0.05% 385
2020
Q1 		$209K Buy
+4,452
New +$252K 0.06% 328

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

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

Independent Financial Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3% in Q2 2026, buying an estimated $19.1K and bringing the position to 6,980 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #858.

Independent Financial Group first reported a position in IXUS in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.42M in Q2 2021. 1,052 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Independent Financial Group held 6,980 shares of iShares Core MSCI Total International Stock ETF worth $666K as of Q2 2026.
  • Independent Financial Group bought 203 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $19.1K.
  • iShares Core MSCI Total International Stock ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #858 holding.
  • Independent Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2020 and has held it in 18 quarters since.
  • Independent Financial Group's iShares Core MSCI Total International Stock ETF position peaked at $1.42M in Q2 2021.
  • 1,052 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.