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 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 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

Beacon Financial Planning's IXUS Position: Q2 2026 in Review

Beacon Financial Planning increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5.6% in Q2 2026, buying an estimated $226K and bringing the position to 45,432 shares worth $4.34M. The position accounts for 1.47% of the portfolio, ranked #19.

Beacon Financial Planning first reported a position in IXUS in Q4 2022 and has held it in 14 quarters since. 1,058 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Beacon Financial Planning held 45,432 shares of iShares Core MSCI Total International Stock ETF worth $4.34M as of Q2 2026.
Beacon Financial Planning bought 2,410 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $226K.
iShares Core MSCI Total International Stock ETF made up 1.47% of Beacon Financial Planning's portfolio in Q2 2026, its #19 holding.
Beacon Financial Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 14 quarters since.
1,058 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.