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

Sovereign 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 		$567K Buy
5,946
+1,405
+31% +$132K 0.09% 206
2026
Q1 		$393K Sell
4,541
-250
-5% -$22.3K 0.07% 245
2025
Q4 		$406K Buy
4,791
+305
+7% +$25.6K 0.07% 220
2025
Q3 		$370K Buy
4,486
+50
+1% +$3.98K 0.07% 231
2025
Q2 		$343K Buy
4,436
+200
+5% +$14.6K 0.07% 230
2025
Q1 		$296K Buy
4,236
+125
+3% +$8.67K 0.07% 231
2024
Q4 		$272K Buy
4,111
+970
+31% +$67.3K 0.06% 244
2024
Q3 		$228K Sell
3,141
-232
-7% -$16.1K 0.05% 258
2024
Q2 		$228K Sell
3,373
-1,025
-23% -$69.5K 0.06% 250
2024
Q1 		$298K Buy
+4,398
New +$287K 0.08% 215

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sovereign Financial Group's IXUS Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 31% in Q2 2026, buying an estimated $132K and bringing the position to 5,946 shares worth $567K. The position accounts for 0.09% of the portfolio, ranked #206.

Sovereign Financial Group first reported a position in IXUS in Q1 2024 and has held it in 10 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Sovereign Financial Group held 5,946 shares of iShares Core MSCI Total International Stock ETF worth $567K as of Q2 2026.
  • Sovereign Financial Group bought 1,405 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $132K.
  • iShares Core MSCI Total International Stock ETF made up 0.09% of Sovereign Financial Group's portfolio in Q2 2026, its #206 holding.
  • Sovereign Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.