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

TFC Financial Management’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	$438K	Buy	4,586 +57	+1%	+$5.36K	0.05%	97
2026 Q1	$392K	Hold	4,529	–	–	0.05%	88
2025 Q4	$383K	Buy	4,529 +4,395	+3,280%	+$368K	0.05%	90
2025 Q3	$11.1K	Sell	134 -2,088	-94%	-$166K	﹤0.01%	399
2025 Q2	$172K	Buy	+2,222	New	+$162K	0.02%	137

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

TFC Financial Management's IXUS Position: Q2 2026 in Review

TFC Financial Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.3% in Q2 2026, buying an estimated $5.36K and bringing the position to 4,586 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #97.

TFC Financial Management first reported a position in IXUS in Q2 2025 and has held it in 5 quarters since. 1,054 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

TFC Financial Management held 4,586 shares of iShares Core MSCI Total International Stock ETF worth $438K as of Q2 2026.
TFC Financial Management bought 57 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $5.36K.
iShares Core MSCI Total International Stock ETF made up 0.05% of TFC Financial Management's portfolio in Q2 2026, its #97 holding.
TFC Financial Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2025 and has held it in 5 quarters since.
1,054 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.