EP
IXUS icon

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

Essential 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 		$689K Sell
7,214
-509
-7% -$47.8K 0.19% 43
2026
Q1 		$669K Sell
7,723
-974
-11% -$86.8K 0.21% 42
2025
Q4 		$736K Buy
8,697
+158
+2% +$13.2K 0.23% 40
2025
Q3 		$705K Hold
8,539
– – 0.24% 41
2025
Q2 		$660K Hold
8,539
– – 0.25% 40
2025
Q1 		$596K Sell
8,539
-664,861
-99% -$46.1M 0.24% 42
2024
Q4 		$46.8M Buy
673,400
+663,040
+6,400% +$46M 0.3% 29
2024
Q3 		$752K Hold
10,360
– – 0.31% 31
2024
Q2 		$700K Buy
10,360
+5,386
+108% +$365K 0.31% 33
2024
Q1 		$323K Hold
4,974
– – 0.16% 49
2023
Q4 		$323K Buy
+4,974
New +$304K 0.16% 49

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Essential Planning's IXUS Position: Q2 2026 in Review

Essential Planning reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 6.6% in Q2 2026, selling an estimated $47.8K and leaving 7,214 shares worth $689K. The position accounts for 0.19% of the portfolio, ranked #43.

Essential Planning first reported a position in IXUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.8M in Q4 2024. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Essential Planning held 7,214 shares of iShares Core MSCI Total International Stock ETF worth $689K as of Q2 2026.
  • Essential Planning sold 509 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $47.8K.
  • iShares Core MSCI Total International Stock ETF made up 0.19% of Essential Planning's portfolio in Q2 2026, its #43 holding.
  • Essential Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • Essential Planning's iShares Core MSCI Total International Stock ETF position peaked at $46.8M in Q4 2024.
  • 1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.