NFP Retirement Inc’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

NFP Retirement Inc’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	$5.25M	Sell	55,280 -2,253	-4%	-$212K	0.29%	62
2026 Q1	$4.98M	Sell	57,533 -1,439	-2%	-$128K	0.3%	60
2025 Q4	$4.99M	Buy	58,972 +896	+2%	+$75.1K	0.3%	60
2025 Q3	$4.8M	Sell	58,076 -1,641	-3%	-$130K	0.31%	57
2025 Q2	$4.62M	Sell	59,717 -1,698	-3%	-$124K	0.31%	56
2025 Q1	$4.29M	Buy	61,415 +2,372	+4%	+$164K	0.34%	47
2024 Q4	$3.91M	Sell	59,043 -1,177	-2%	-$81.7K	0.31%	49
2024 Q3	$4.37M	Sell	60,220 -3,605	-6%	-$250K	0.35%	45
2024 Q2	$4.31M	Sell	63,825 -1,929	-3%	-$131K	0.36%	47
2024 Q1	$4.46M	Buy	+65,754	New	+$4.29M	0.38%	43
2023 Q1	–	Sell	-5,422	Closed	-$314K	–	247
2022 Q4	$314K	Buy	+5,422	New	+$303K	0.07%	184

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NFP Retirement Inc's IXUS Position: Q2 2026 in Review

NFP Retirement Inc reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.9% in Q2 2026, selling an estimated $212K and leaving 55,280 shares worth $5.25M. The position accounts for 0.29% of the portfolio, ranked #62.

NFP Retirement Inc first reported a position in IXUS in Q4 2022 and has held it in 11 quarters since. 1,058 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

NFP Retirement Inc held 55,280 shares of iShares Core MSCI Total International Stock ETF worth $5.25M as of Q2 2026.
NFP Retirement Inc sold 2,253 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $212K.
iShares Core MSCI Total International Stock ETF made up 0.29% of NFP Retirement Inc's portfolio in Q2 2026, its #62 holding.
NFP Retirement Inc first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 11 quarters since.
1,058 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.