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

Park Square 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 Q2	–	Sell	-279	Closed	-$24.2K	–	238
2026 Q1	$24.2K	Sell	279 -733	-72%	-$65.3K	0.18%	35
2025 Q4	$66.9K	Buy	1,012 +127	+14%	+$10.6K	0.4%	23
2025 Q3	$73.1K	Sell	885 -115	-12%	-$9.14K	0.32%	25
2025 Q2	$77.3K	Sell	1,000 -925	-48%	-$67.5K	0.06%	237
2025 Q1	$134K	Sell	1,925 -9	-0.5%	-$624	0.11%	131
2024 Q4	$128K	Buy	+1,934	New	+$134K	0.09%	143

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

Park Square Financial Group's IXUS Position: Q2 2026 in Review

Park Square Financial Group sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2026, closing a stake of 279 shares — an estimated $24.2K sold.

Park Square Financial Group first reported a position in IXUS in Q4 2024 and held it in 6 quarters. The position peaked at $134K in Q1 2025. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Park Square Financial Group reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 279 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $24.2K.
Park Square Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and held it in 6 quarters.
Park Square Financial Group's iShares Core MSCI Total International Stock ETF position peaked at $134K in Q1 2025.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.