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

Kelly 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	$3.04M	Sell	31,830 -504	-2%	-$47.4K	0.68%	23
2026 Q1	$2.8M	Sell	32,334 -1,000	-3%	-$89.1K	0.7%	24
2025 Q4	$2.82M	Sell	33,334 -1,134	-3%	-$95.1K	0.72%	22
2025 Q3	$2.85M	Sell	34,468 -3,371	-9%	-$268K	0.76%	22
2025 Q2	$2.93M	Sell	37,839 -31,527	-45%	-$2.3M	0.85%	22
2025 Q1	$4.84M	Sell	69,366 -10,195	-13%	-$707K	1.51%	16
2024 Q4	$5.26M	Buy	+79,561	New	+$5.52M	1.87%	15

Other funds holding IXUS

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

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

Kelly Financial Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.6% in Q2 2026, selling an estimated $47.4K and leaving 31,830 shares worth $3.04M. The position accounts for 0.68% of the portfolio, ranked #23.

Kelly Financial Group first reported a position in IXUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.26M in Q4 2024. 222 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Kelly Financial Group held 31,830 shares of iShares Core MSCI Total International Stock ETF worth $3.04M as of Q2 2026.
Kelly Financial Group sold 504 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $47.4K.
iShares Core MSCI Total International Stock ETF made up 0.68% of Kelly Financial Group's portfolio in Q2 2026, its #23 holding.
Kelly Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's iShares Core MSCI Total International Stock ETF position peaked at $5.26M in Q4 2024.
222 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.