Northeast Financial Consultants’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Northeast Financial Consultants’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
2025 Q2	$287K	Hold	3,713	–	–	0.01%	256
2025 Q1	$259K	Hold	3,713	–	–	0.01%	253
2024 Q4	$246K	Buy	3,713 +65	+2%	+$4.51K	0.01%	258
2024 Q3	$265K	Hold	3,648	–	–	0.01%	247
2024 Q2	$246K	Hold	3,648	–	–	0.01%	248
2024 Q1	$248K	Hold	3,648	–	–	0.01%	258
2023 Q4	$237K	Hold	3,648	–	–	0.01%	250
2023 Q3	$219K	Hold	3,648	–	–	0.01%	254
2023 Q2	$228K	Hold	3,648	–	–	0.01%	250
2023 Q1	$226K	Hold	3,648	–	–	0.01%	280
2022 Q4	$211K	Buy	+3,648	New	+$204K	0.01%	292

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

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

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

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

Northeast Financial Consultants's IXUS Position: Q2 2025 in Review

Northeast Financial Consultants held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2025 at 3,713 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #256.

Northeast Financial Consultants first reported a position in IXUS in Q4 2022 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold IXUS as of Q2 2025.

Northeast Financial Consultants held 3,713 shares of iShares Core MSCI Total International Stock ETF worth $287K as of Q2 2025.
Northeast Financial Consultants left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2025.
iShares Core MSCI Total International Stock ETF made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #256 holding.
Northeast Financial Consultants first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 11 quarters since.
844 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.