Avantax Planning Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Avantax Planning Partners’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	$1.27M	Sell	14,624 -108	-0.7%	-$9.62K	0.03%	174
2025 Q4	$1.25M	Sell	14,732 -5,207	-26%	-$437K	0.03%	175
2025 Q3	$1.65M	Sell	19,939 -1,087	-5%	-$86.4K	0.05%	146
2025 Q2	$1.63M	Buy	21,026 +756	+4%	+$55.2K	0.05%	149
2025 Q1	$1.42M	Sell	20,270 -445	-2%	-$30.9K	0.05%	149
2024 Q4	$1.37M	Hold	20,715	–	–	0.05%	152
2024 Q3	$1.5M	Sell	20,715 -15,965	-44%	-$1.11M	0.05%	145
2024 Q2	$2.48M	Sell	36,680 -209	-0.6%	-$14.2K	0.08%	130
2024 Q1	$2.5M	Sell	36,889 -2,690	-7%	-$176K	0.08%	133
2023 Q4	$2.57M	Sell	39,579 -7,616	-16%	-$466K	0.1%	99
2023 Q3	$2.83M	Hold	47,195	–	–	0.12%	86
2023 Q2	$2.96M	Buy	47,195 +94	+0.2%	+$5.88K	0.12%	86
2023 Q1	$2.92M	Hold	47,101	–	–	0.12%	86
2022 Q4	$2.73M	Buy	47,101 +10,354	+28%	+$578K	0.11%	90
2022 Q3	$1.87M	Buy	36,747 +21,129	+135%	+$1.2M	0.08%	98
2022 Q2	$891K	Buy	+15,618	New	+$962K	0.04%	168

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Avantax Planning Partners's IXUS Position: Q1 2026 in Review

Avantax Planning Partners reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.73% in Q1 2026, selling an estimated $9.62K and leaving 14,624 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #174.

Avantax Planning Partners first reported a position in IXUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.96M in Q2 2023. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Avantax Planning Partners held 14,624 shares of iShares Core MSCI Total International Stock ETF worth $1.27M as of Q1 2026.
Avantax Planning Partners sold 108 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $9.62K.
iShares Core MSCI Total International Stock ETF made up 0.03% of Avantax Planning Partners's portfolio in Q1 2026, its #174 holding.
Avantax Planning Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and has held it in 16 quarters since.
Avantax Planning Partners's iShares Core MSCI Total International Stock ETF position peaked at $2.96M in Q2 2023.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.