Capital Planning Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Capital Planning Advisors’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	$1.85M	Buy	21,323 +299	+1%	+$26.6K	0.27%	58
2025 Q4	$1.78M	Buy	21,024 +43	+0.2%	+$3.6K	0.24%	65
2025 Q3	$1.73M	Sell	20,981 -3,366	-14%	-$268K	0.24%	65
2025 Q2	$1.88M	Buy	24,347 +2	+0%	+$146	0.28%	58
2025 Q1	$1.7M	Buy	24,345 +15	+0.1%	+$1.04K	0.26%	59
2024 Q4	$1.61M	Buy	24,330 +13	+0.1%	+$902	0.25%	64
2024 Q3	$1.77M	Buy	24,317 +22	+0.1%	+$1.52K	0.27%	59
2024 Q2	$1.64M	Hold	24,295	–	–	0.28%	63
2024 Q1	$1.65M	Sell	24,295 -3,592	-13%	-$234K	0.29%	62
2023 Q4	$1.81M	Buy	27,887 +3,377	+14%	+$207K	0.34%	58
2023 Q3	$1.47M	Hold	24,510	–	–	0.31%	56
2023 Q2	$1.53M	Buy	+24,510	New	+$1.53M	0.31%	59

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

Capital Planning Advisors's IXUS Position: Q1 2026 in Review

Capital Planning Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.4% in Q1 2026, buying an estimated $26.6K and bringing the position to 21,323 shares worth $1.85M. The position accounts for 0.27% of the portfolio, ranked #58.

Capital Planning Advisors first reported a position in IXUS in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q2 2025. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Capital Planning Advisors held 21,323 shares of iShares Core MSCI Total International Stock ETF worth $1.85M as of Q1 2026.
Capital Planning Advisors bought 299 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $26.6K.
iShares Core MSCI Total International Stock ETF made up 0.27% of Capital Planning Advisors's portfolio in Q1 2026, its #58 holding.
Capital Planning Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2023 and has held it in 12 quarters since.
Capital Planning Advisors's iShares Core MSCI Total International Stock ETF position peaked at $1.88M in Q2 2025.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.