Beacon Financial Planning
IXUS icon

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

Beacon Financial Planning’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
Q3 		$4.99M Buy
52,530
+7,098
+16% +$681K 1.7% 17
2026
Q2 		$4.34M Buy
45,432
+2,410
+6% +$226K 1.47% 19
2026
Q1 		$3.73M Buy
43,022
+3,278
+8% +$292K 1.44% 20
2025
Q4 		$3.36M Buy
+39,744
New +$3.33M 1.62% 16
2025
Q3 		– Sell
-39,717
Closed -$3.07M – 54
2025
Q2 		$3.07M Sell
39,717
-3,457
-8% -$252K 1.71% 14
2025
Q1 		$3.01M Sell
43,174
-3,040
-7% -$211K 1.73% 13
2024
Q4 		$3.06M Sell
46,214
-463
-1% -$32.1K 1.78% 13
2024
Q3 		$3.39M Sell
46,677
-343
-0.7% -$23.8K 2.09% 10
2024
Q2 		$3.18M Sell
47,020
-4,520
-9% -$307K 2.16% 9
2024
Q1 		$3.5M Sell
51,540
-4,056
-7% -$265K 2.44% 8
2023
Q4 		$3.61M Sell
55,596
-39
-0.1% -$2.39K 2.83% 9
2023
Q3 		$3.34M Sell
55,635
-824
-1% -$51.4K 2.88% 8
2023
Q2 		$3.54M Buy
56,459
+2,116
+4% +$132K 3% 8
2023
Q1 		$3.37M Buy
54,343
+1,246
+2% +$76.3K 3.15% 8
2022
Q4 		$3.07M Buy
+53,097
New +$2.96M 3.19% 7

Other funds holding IXUS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Beacon Financial Planning's IXUS Position: Q3 2026 in Review

Beacon Financial Planning increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 16% in Q3 2026, buying an estimated $681K and bringing the position to 52,530 shares worth $4.99M. The position accounts for 1.7% of the portfolio, ranked #17.

Beacon Financial Planning first reported a position in IXUS in Q4 2022 and has held it in 15 quarters since. 959 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Beacon Financial Planning held 52,530 shares of iShares Core MSCI Total International Stock ETF worth $4.99M as of Q3 2026.
  • Beacon Financial Planning bought 7,098 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $681K.
  • iShares Core MSCI Total International Stock ETF made up 1.7% of Beacon Financial Planning's portfolio in Q3 2026, its #17 holding.
  • Beacon Financial Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 959 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.