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

Holistic 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 		– Sell
-2,363
Closed -$200K – 304
2025
Q4 		$200K Buy
+2,363
New +$198K 0.04% 274

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Holistic Planning's IXUS Position: Q1 2026 in Review

Holistic Planning sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2026, closing a stake of 2,363 shares — an estimated $200K sold.

Holistic Planning first reported a position in IXUS in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Holistic Planning reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Holistic Planning sold 2,363 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $200K.
  • Holistic Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2025 and held it in 1 quarter.
  • Holistic Planning's iShares Core MSCI Total International Stock ETF position peaked at $200K in Q4 2025.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.