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Keystone Financial Group (Kentucky)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		$312K Hold
3,601
– – 0.02% 389
2025
Q4 		$305K Buy
3,601
+17
+0.5% +$1.43K 0.02% 351
2025
Q3 		$296K Sell
3,584
-56
-2% -$4.45K 0.02% 324
2025
Q2 		$281K Buy
3,640
+70
+2% +$5.11K 0.03% 334
2025
Q1 		$249K Sell
3,570
-56
-2% -$3.88K 0.03% 330
2024
Q4 		$240K Buy
3,626
+17
+0.5% +$1.18K 0.02% 333
2024
Q3 		$262K Buy
+3,609
New +$250K 0.03% 303
2024
Q2 		– Sell
-3,489
Closed -$237K – 236
2024
Q1 		$237K Buy
3,489
+20
+0.6% +$1.31K 0.03% 297
2023
Q4 		$225K Sell
3,469
-179
-5% -$11K 0.04% 266
2023
Q3 		$219K Sell
3,648
-368
-9% -$22.9K 0.04% 267
2023
Q2 		$251K Buy
+4,016
New +$251K 0.04% 244
2022
Q4 		$293K Sell
5,058
-104,072
-95% -$5.81M 0.06% 206
2022
Q3 		$5.56M Buy
109,130
+4,734
+5% +$268K 1.13% 21
2022
Q2 		$5.95M Buy
104,396
+9,009
+9% +$555K 1.18% 18
2022
Q1 		$6.35M Buy
95,387
+10,318
+12% +$700K 1.08% 19
2021
Q4 		$6.04M Buy
85,069
+4,720
+6% +$339K 0.99% 22
2021
Q3 		$5.71M Buy
80,349
+2,785
+4% +$203K 1.03% 21
2021
Q2 		$5.68M Buy
77,564
+3,445
+5% +$252K 1.03% 20
2021
Q1 		$5.21M Buy
74,119
+6,149
+9% +$431K 1.01% 21
2020
Q4 		$4.57M Buy
67,970
+6,944
+11% +$436K 0.95% 24
2020
Q3 		$3.56M Buy
61,026
+1,159
+2% +$67.5K 0.87% 26
2020
Q2 		$3.26M Buy
59,867
+1,435
+2% +$73.8K 0.89% 26
2020
Q1 		$2.75M Buy
58,432
+10,686
+22% +$604K 0.91% 26
2019
Q4 		$2.96M Buy
47,746
+19,231
+67% +$1.15M 0.79% 30
2019
Q3 		$1.65M Buy
28,515
+18,835
+195% +$1.08M 0.51% 47
2019
Q2 		$568K Sell
9,680
-144
-1% -$8.39K 0.18% 112
2019
Q1 		$570K Hold
9,824
– – 0.2% 110
2018
Q4 		$516K Sell
9,824
-778
-7% -$43.2K 0.23% 107
2018
Q3 		$641K Sell
10,602
-116
-1% -$6.99K 0.26% 98
2018
Q2 		$637K Buy
10,718
+68
+0.6% +$4.27K 0.36% 74
2018
Q1 		$661K Buy
+10,650
New +$685K 0.37% 67

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $89.9B AUM 20.5% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IXUS Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 3,601 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #389.

Keystone Financial Group (Kentucky) first reported a position in IXUS in Q1 2018 and has held it in 31 quarters since. The position peaked at $6.35M in Q1 2022. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 3,601 shares of iShares Core MSCI Total International Stock ETF worth $312K as of Q1 2026.
  • Keystone Financial Group (Kentucky) left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #389 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2018 and has held it in 31 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Core MSCI Total International Stock ETF position peaked at $6.35M in Q1 2022.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.