Oxford Financial Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Oxford Financial Group’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	$6.33K	Hold	73	–	–	﹤0.01%	292
2025 Q4	$6.18K	Hold	73	–	–	﹤0.01%	279
2025 Q3	$6.03K	Buy	+73	New	+$5.8K	﹤0.01%	273
2025 Q1	–	Sell	-991	Closed	-$65.5K	–	284
2024 Q4	$65.5K	Buy	+991	New	+$68.8K	﹤0.01%	268
2022 Q4	–	Sell	-384	Closed	-$20K	–	267
2022 Q3	$20K	Hold	384	–	–	﹤0.01%	217
2022 Q2	$22K	Hold	384	–	–	﹤0.01%	239
2022 Q1	$26K	Hold	384	–	–	﹤0.01%	232
2021 Q4	$27K	Buy	+384	New	+$27.6K	﹤0.01%	247

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

Oxford Financial Group's IXUS Position: Q1 2026 in Review

Oxford Financial Group held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 73 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Oxford Financial Group first reported a position in IXUS in Q4 2021 and has held it in 8 quarters since. The position peaked at $65.5K in Q4 2024. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Oxford Financial Group held 73 shares of iShares Core MSCI Total International Stock ETF worth $6.33K as of Q1 2026.
Oxford Financial Group left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2026.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #292 holding.
Oxford Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 8 quarters since.
Oxford Financial Group's iShares Core MSCI Total International Stock ETF position peaked at $65.5K in Q4 2024.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.