Cornerstone Planning Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Cornerstone Planning Group’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	$103K	Sell	1,094 -1,651	-60%	-$155K	0.01%	246
2026 Q1	$257K	Buy	2,745 +2,088	+318%	+$186K	0.03%	143
2025 Q4	$59.6K	Hold	657	–	–	0.01%	306
2025 Q3	$55.3K	Buy	+657	New	+$52.2K	0.01%	316
2025 Q2	–	Sell	-275	Closed	-$19.3K	–	1615
2025 Q1	$19.3K	Buy	+275	New	+$19.1K	﹤0.01%	423
2024 Q1	–	Sell	-23	Closed	-$1.47K	–	1154
2023 Q4	$1.47K	Sell	23 -13	-36%	-$796	﹤0.01%	676
2023 Q3	$2.17K	Sell	36 -1,292	-97%	-$80.6K	﹤0.01%	643
2023 Q2	$83.1K	Buy	+1,328	New	+$83.1K	0.03%	157
2022 Q4	$69K	Buy	+1,112	New	+$62K	0.03%	216

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

Cornerstone Planning Group's IXUS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 60% in Q2 2026, selling an estimated $155K and leaving 1,094 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #246.

Cornerstone Planning Group first reported a position in IXUS in Q4 2022 and has held it in 9 quarters since. The position peaked at $257K in Q1 2026. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Cornerstone Planning Group held 1,094 shares of iShares Core MSCI Total International Stock ETF worth $103K as of Q2 2026.
Cornerstone Planning Group sold 1,651 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $155K.
iShares Core MSCI Total International Stock ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #246 holding.
Cornerstone Planning Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 9 quarters since.
Cornerstone Planning Group's iShares Core MSCI Total International Stock ETF position peaked at $257K in Q1 2026.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.