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

Marshall Financial Group (Maryland)’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	$287K	Sell	3,008 -1,474	-33%	-$139K	0.04%	263
2026 Q1	$388K	Sell	4,482 -2,314	-34%	-$206K	0.06%	219
2025 Q4	$575K	Sell	6,796 -1,237	-15%	-$104K	0.11%	191
2025 Q3	$663K	Sell	8,033 -882	-10%	-$70.1K	0.13%	170
2025 Q2	$686K	Buy	8,915 +46	+0.5%	+$3.36K	0.13%	169
2025 Q1	$619K	Sell	8,869 -302	-3%	-$20.9K	0.14%	154
2024 Q4	$607K	Buy	9,171 +33	+0.4%	+$2.29K	0.15%	142
2024 Q3	$664K	Buy	+9,138	New	+$633K	0.16%	147

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

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Marshall Financial Group (Maryland)'s IXUS Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 33% in Q2 2026, selling an estimated $139K and leaving 3,008 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #263.

Marshall Financial Group (Maryland) first reported a position in IXUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $686K in Q2 2025. 260 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Marshall Financial Group (Maryland) held 3,008 shares of iShares Core MSCI Total International Stock ETF worth $287K as of Q2 2026.
Marshall Financial Group (Maryland) sold 1,474 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $139K.
iShares Core MSCI Total International Stock ETF made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #263 holding.
Marshall Financial Group (Maryland) first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s iShares Core MSCI Total International Stock ETF position peaked at $686K in Q2 2025.
260 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.