SFS
IXUS icon

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

Security Financial Services’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 		$364K Sell
3,811
-26
-0.7% -$2.44K 0.05% 154
2026
Q1 		$332K Sell
3,837
-3,875
-50% -$345K 0.05% 153
2025
Q4 		$653K Buy
7,712
+913
+13% +$76.5K 0.1% 116
2025
Q3 		$561K Sell
6,799
-224
-3% -$17.8K 0.09% 115
2025
Q2 		$543K Buy
7,023
+688
+11% +$50.2K 0.1% 106
2025
Q1 		$442K Sell
6,335
-871
-12% -$60.4K 0.09% 112
2024
Q4 		$477K Buy
7,206
+1,671
+30% +$116K 0.1% 105
2024
Q3 		$402K Buy
5,535
+1,423
+35% +$98.5K 0.08% 106
2024
Q2 		$278K Sell
4,112
-2,820
-41% -$191K 0.06% 132
2024
Q1 		$470K Buy
6,932
+2,689
+63% +$176K 0.11% 108
2023
Q4 		$275K Buy
+4,243
New +$260K 0.07% 137
2023
Q3 		– Sell
-4,934
Closed -$309K – 166
2023
Q2 		$309K Buy
+4,934
New +$309K 0.09% 118

Other funds holding IXUS

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return