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 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 $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

Cornerstone Planning Group's IXUS Position: Q1 2026 in Review

Cornerstone Planning Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 318% in Q1 2026, buying an estimated $186K and bringing the position to 2,745 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #143.

Cornerstone Planning Group first reported a position in IXUS in Q4 2022 and has held it in 8 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Cornerstone Planning Group held 2,745 shares of iShares Core MSCI Total International Stock ETF worth $257K as of Q1 2026.
Cornerstone Planning Group bought 2,088 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $186K.
iShares Core MSCI Total International Stock ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q1 2026, its #143 holding.
Cornerstone Planning Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 8 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.