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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
Q2 		$214K Buy
+2,241
New +$211K 0.03% 319
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 $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

Holistic Planning's IXUS Position: Q2 2026 in Review

Holistic Planning opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2026: 2,241 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #319 among its holdings. This is a return to the name: Holistic Planning previously reported a position in IXUS as recently as Q4 2025.

Holistic Planning first reported a position in IXUS in Q4 2025 and has held it in 2 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Holistic Planning held 2,241 shares of iShares Core MSCI Total International Stock ETF worth $214K as of Q2 2026.
  • iShares Core MSCI Total International Stock ETF was a new Holistic Planning position in Q2 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.03% of Holistic Planning's portfolio in Q2 2026, its #319 holding.
  • Holistic Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.