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

Zhang 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
Q1 		$6.65M Buy
76,794
+6,551
+9% +$584K 0.23% 62
2025
Q4 		$5.95M Buy
70,243
+61
+0.1% +$5.11K 0.22% 63
2025
Q3 		$5.8M Buy
70,182
+2,419
+4% +$192K 0.24% 57
2025
Q2 		$5.24M Buy
67,763
+3,273
+5% +$239K 0.24% 56
2025
Q1 		$4.5M Buy
64,490
+5,564
+9% +$386K 0.24% 57
2024
Q4 		$3.9M Buy
58,926
+1,701
+3% +$118K 0.22% 57
2024
Q3 		$4.16M Buy
57,225
+4,144
+8% +$287K 0.26% 51
2024
Q2 		$3.59M Buy
53,081
+6,103
+13% +$414K 0.25% 53
2024
Q1 		$3.19M Buy
46,978
+863
+2% +$56.3K 0.24% 60
2023
Q4 		$2.99M Buy
46,115
+953
+2% +$58.3K 0.26% 54
2023
Q3 		$2.71M Sell
45,162
-1,548
-3% -$96.5K 0.27% 50
2023
Q2 		$2.93M Buy
46,710
+1,128
+2% +$70.6K 0.3% 48
2023
Q1 		$2.82M Buy
45,582
+3,768
+9% +$231K 0.32% 49
2022
Q4 		$2.42M Buy
41,814
+1,871
+5% +$104K 0.31% 52
2022
Q3 		$2.03M Buy
39,943
+24,459
+158% +$1.39M 0.31% 53
2022
Q2 		$883K Sell
15,484
-6,210
-29% -$382K 0.14% 88
2022
Q1 		$1.44M Buy
21,694
+1,595
+8% +$108K 0.24% 56
2021
Q4 		$1.43M Buy
20,099
+2,590
+15% +$186K 0.25% 52
2021
Q3 		$1.24M Buy
17,509
+7,895
+82% +$575K 0.29% 45
2021
Q2 		$705K Buy
9,614
+40
+0.4% +$2.93K 0.17% 65
2021
Q1 		$673K Buy
+9,574
New +$671K 0.18% 59

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Zhang Financial's IXUS Position: Q1 2026 in Review

Zhang Financial increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 9.3% in Q1 2026, buying an estimated $584K and bringing the position to 76,794 shares worth $6.65M. The position accounts for 0.23% of the portfolio, ranked #62.

Zhang Financial first reported a position in IXUS in Q1 2021 and has held it in 21 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Zhang Financial held 76,794 shares of iShares Core MSCI Total International Stock ETF worth $6.65M as of Q1 2026.
  • Zhang Financial bought 6,551 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $584K.
  • iShares Core MSCI Total International Stock ETF made up 0.23% of Zhang Financial's portfolio in Q1 2026, its #62 holding.
  • Zhang Financial first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2021 and has held it in 21 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.