Sara-Bay Financial
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Sara-Bay Financial’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Sara-Bay 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
2026
Q3 		$784K Buy
8,254
+367
+5% +$35.2K 0.2% 42
2026
Q2 		$753K Buy
7,887
+223
+3% +$21K 0.2% 42
2026
Q1 		$664K Buy
7,664
+90
+1% +$8.02K 0.2% 37
2025
Q4 		$644K Buy
7,574
+896
+13% +$75.1K 0.19% 42
2025
Q3 		$551K Buy
6,678
+365
+6% +$29K 0.15% 51
2025
Q2 		$488K Sell
6,313
-1,373
-18% -$100K 0.17% 47
2025
Q1 		$540K Buy
7,686
+471
+7% +$32.7K 0.24% 46
2024
Q4 		$477K Buy
7,215
+123
+2% +$8.54K 0.18% 56
2024
Q3 		$515K Sell
7,092
-1,812
-20% -$125K 0.19% 56
2024
Q2 		$602K Buy
8,904
+2,831
+47% +$192K 0.24% 49
2024
Q1 		$411K Buy
6,073
+417
+7% +$27.2K 0.18% 62
2023
Q4 		$367K Buy
5,656
+1,099
+24% +$67.3K 0.18% 65
2023
Q3 		$273K Buy
+4,557
New +$284K 0.14% 66
2023
Q2 		– Sell
-3,916
Closed -$243K – 80
2023
Q1 		$243K Buy
3,916
+73
+2% +$4.47K 0.12% 68
2022
Q4 		$222K Sell
3,843
-32
-0.8% -$1.79K 0.12% 72
2022
Q3 		$197K Buy
3,875
+229
+6% +$13K 0.11% 75
2022
Q2 		$208K Buy
3,646
+74
+2% +$4.56K 0.1% 76
2022
Q1 		$238K Sell
3,572
-79
-2% -$5.36K 0.09% 73
2021
Q4 		$259K Buy
3,651
+41
+1% +$2.95K 0.08% 71
2021
Q3 		$256K Buy
3,610
+100
+3% +$7.29K 0.1% 65
2021
Q2 		$257K Buy
3,510
+147
+4% +$10.8K 0.1% 71
2021
Q1 		$236K Buy
3,363
+170
+5% +$11.9K 0.1% 72
2020
Q4 		$215K Buy
+3,193
New +$201K 0.1% 73
2020
Q3 		– Sell
-6,348
Closed -$348K – 76
2020
Q2 		$348K Buy
+6,348
New +$327K 0.2% 51

Other funds holding IXUS

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Sara-Bay Financial's IXUS Position: Q3 2026 in Review

Sara-Bay Financial increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.7% in Q3 2026, buying an estimated $35.2K and bringing the position to 8,254 shares worth $784K. The position accounts for 0.2% of the portfolio, ranked #42.

Sara-Bay Financial first reported a position in IXUS in Q2 2020 and has held it in 24 quarters since. 581 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Sara-Bay Financial held 8,254 shares of iShares Core MSCI Total International Stock ETF worth $784K as of Q3 2026.
  • Sara-Bay Financial bought 367 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $35.2K.
  • iShares Core MSCI Total International Stock ETF made up 0.2% of Sara-Bay Financial's portfolio in Q3 2026, its #42 holding.
  • Sara-Bay Financial first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2020 and has held it in 24 quarters since.
  • 581 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Sara-Bay Financial's 13F filing for Q3 2026, filed 21 Oct 2026.