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 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 $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NFP Retirement Inc's IXUS Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.4% in Q1 2026, selling an estimated $128K and leaving 57,533 shares worth $4.98M. The position accounts for 0.3% of the portfolio, ranked #60.

NFP Retirement Inc first reported a position in IXUS in Q4 2022 and has held it in 10 quarters since. The position peaked at $4.99M in Q4 2025. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

NFP Retirement Inc held 57,533 shares of iShares Core MSCI Total International Stock ETF worth $4.98M as of Q1 2026.
NFP Retirement Inc sold 1,439 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $128K.
iShares Core MSCI Total International Stock ETF made up 0.3% of NFP Retirement Inc's portfolio in Q1 2026, its #60 holding.
NFP Retirement Inc first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 10 quarters since.
NFP Retirement Inc's iShares Core MSCI Total International Stock ETF position peaked at $4.99M in Q4 2025.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.