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

XML 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
Q2 		$2.47M Sell
25,909
-97
-0.4% -$9.12K 0.18% 114
2026
Q1 		$2.25M Buy
26,006
+1,165
+5% +$104K 0.18% 112
2025
Q4 		$2.1M Sell
24,841
-1,944
-7% -$163K 0.17% 118
2025
Q3 		$2.21M Sell
26,785
-157
-0.6% -$12.5K 0.18% 116
2025
Q2 		$2.08M Sell
26,942
-90
-0.3% -$6.57K 0.18% 115
2025
Q1 		$1.89M Sell
27,032
-800
-3% -$55.5K 0.18% 117
2024
Q4 		$1.84M Sell
27,832
-362
-1% -$25.1K 0.17% 123
2024
Q3 		$2.05M Sell
28,194
-203
-0.7% -$14.1K 0.19% 115
2024
Q2 		$1.92M Sell
28,397
-47
-0.2% -$3.19K 0.19% 116
2024
Q1 		$1.93M Sell
28,444
-389
-1% -$25.4K 0.2% 117
2023
Q4 		$1.87M Buy
28,833
+8
+0% +$490 0.2% 116
2023
Q3 		$1.73M Sell
28,825
-18,795
-39% -$1.17M 0.21% 111
2023
Q2 		$2.98M Sell
47,620
-758
-2% -$47.4K 0.35% 80
2023
Q1 		$3M Sell
48,378
-840
-2% -$51.4K 0.36% 79
2022
Q4 		$2.85M Sell
49,218
-411
-0.8% -$22.9K 0.36% 84
2022
Q3 		$2.53M Buy
49,629
+861
+2% +$48.8K 0.35% 82
2022
Q2 		$2.78M Sell
48,768
-71
-0.1% -$4.37K 0.63% 40
2022
Q1 		$3.25M Sell
48,839
-623
-1% -$42.3K 0.39% 75
2021
Q4 		$3.51M Sell
49,462
-95
-0.2% -$6.83K 0.42% 68
2021
Q3 		$3.52M Sell
49,557
-34,187
-41% -$2.49M 0.47% 65
2021
Q2 		$6.14M Sell
83,744
-216
-0.3% -$15.8K 1.35% 19
2021
Q1 		$5.9M Sell
83,960
-5,534
-6% -$388K 1.44% 19
2020
Q4 		$6.01M Sell
89,494
-4,601
-5% -$289K 1.56% 18
2020
Q3 		$5.49M Sell
94,095
-3,240
-3% -$189K 1.71% 17
2020
Q2 		$5.31M Sell
97,335
-2,672
-3% -$137K 1.84% 14
2020
Q1 		$4.7M Buy
+100,007
New +$5.65M 2.03% 13

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

XML Financial's IXUS Position: Q2 2026 in Review

XML Financial reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.37% in Q2 2026, selling an estimated $9.12K and leaving 25,909 shares worth $2.47M. The position accounts for 0.18% of the portfolio, ranked #114.

XML Financial first reported a position in IXUS in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.14M in Q2 2021. 1,053 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • XML Financial held 25,909 shares of iShares Core MSCI Total International Stock ETF worth $2.47M as of Q2 2026.
  • XML Financial sold 97 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $9.12K.
  • iShares Core MSCI Total International Stock ETF made up 0.18% of XML Financial's portfolio in Q2 2026, its #114 holding.
  • XML Financial first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2020 and has held it in 26 quarters since.
  • XML Financial's iShares Core MSCI Total International Stock ETF position peaked at $6.14M in Q2 2021.
  • 1,053 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

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