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 Q3	–	Sell	-1,094	Closed	-$103K	–	944
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

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

Cornerstone Planning Group's IXUS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2026, closing a stake of 1,094 shares — an estimated $103K sold.

Cornerstone Planning Group first reported a position in IXUS in Q4 2022 and held it in 9 quarters. The position peaked at $257K in Q1 2026. 331 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1,094 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $103K.
Cornerstone Planning Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and held it in 9 quarters.
Cornerstone Planning Group's iShares Core MSCI Total International Stock ETF position peaked at $257K in Q1 2026.
331 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.