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

Prosperitas Financial’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	–	Sell	-3,332	Closed	-$233K	–	62
2025 Q1	$233K	Sell	3,332 -100,734	-97%	-$6.99M	0.12%	54
2024 Q4	$6.88M	Buy	104,066 +3,566	+4%	+$248K	3.48%	13
2024 Q3	$7.3M	Buy	100,500 +3,030	+3%	+$210K	3.93%	9
2024 Q2	$6.59M	Sell	97,470 -2,058	-2%	-$140K	4.02%	8
2024 Q1	$6.75M	Sell	99,528 -461	-0.5%	-$30.1K	4.33%	8
2023 Q4	$6.49M	Buy	99,989 +2,690	+3%	+$165K	4.78%	5
2023 Q3	$5.84M	Buy	+97,299	New	+$6.07M	4.53%	7

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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

Prosperitas Financial's IXUS Position: Q2 2025 in Review

Prosperitas Financial sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2025, closing a stake of 3,332 shares — an estimated $233K sold.

Prosperitas Financial first reported a position in IXUS in Q3 2023 and held it in 7 quarters. The position peaked at $7.3M in Q3 2024. 843 funds tracked by Wall St. Rank hold IXUS as of Q2 2025.

Prosperitas Financial reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2025 after selling out during the quarter.
Prosperitas Financial sold 3,332 iShares Core MSCI Total International Stock ETF shares in Q2 2025, an estimated $233K.
Prosperitas Financial first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2023 and held it in 7 quarters.
Prosperitas Financial's iShares Core MSCI Total International Stock ETF position peaked at $7.3M in Q3 2024.
843 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2025.

Based on Prosperitas Financial's 13F filing for Q2 2025, filed 12 Aug 2025.