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 Q2	$1.24M	Sell	13,036 -1,588	-11%	-$149K	0.03%	189
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 $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

Avantax Planning Partners's IXUS Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 11% in Q2 2026, selling an estimated $149K and leaving 13,036 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #189.

Avantax Planning Partners first reported a position in IXUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.96M in Q2 2023. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Avantax Planning Partners held 13,036 shares of iShares Core MSCI Total International Stock ETF worth $1.24M as of Q2 2026.
Avantax Planning Partners sold 1,588 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $149K.
iShares Core MSCI Total International Stock ETF made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #189 holding.
Avantax Planning Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and has held it in 17 quarters since.
Avantax Planning Partners's iShares Core MSCI Total International Stock ETF position peaked at $2.96M in Q2 2023.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.