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 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 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

Essential Planning's IXUS Position: Q1 2026 in Review

Essential Planning reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 11% in Q1 2026, selling an estimated $86.8K and leaving 7,723 shares worth $669K. The position accounts for 0.21% of the portfolio, ranked #42.

Essential Planning first reported a position in IXUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $46.8M in Q4 2024. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Essential Planning held 7,723 shares of iShares Core MSCI Total International Stock ETF worth $669K as of Q1 2026.
Essential Planning sold 974 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $86.8K.
iShares Core MSCI Total International Stock ETF made up 0.21% of Essential Planning's portfolio in Q1 2026, its #42 holding.
Essential Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 10 quarters since.
Essential Planning's iShares Core MSCI Total International Stock ETF position peaked at $46.8M in Q4 2024.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.