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

Lakeshore Financial 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	$289K	Hold	3,024	–	–	0.09%	69
2026 Q1	$262K	Hold	3,024	–	–	0.1%	63
2025 Q4	$256K	Hold	3,024	–	–	0.09%	67
2025 Q3	$250K	Sell	3,024 -182	-6%	-$14.5K	0.09%	69
2025 Q2	$248K	Hold	3,206	–	–	0.1%	65
2025 Q1	$224K	Hold	3,206	–	–	0.09%	67
2024 Q4	$212K	Hold	3,206	–	–	0.09%	72
2024 Q3	$233K	Hold	3,206	–	–	0.1%	64
2024 Q2	$217K	Hold	3,206	–	–	0.11%	62
2024 Q1	$218K	Hold	3,206	–	–	0.11%	62
2023 Q4	$208K	Buy	+3,206	New	+$196K	0.12%	58

Other funds holding IXUS

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Lakeshore Financial Planning's IXUS Position: Q2 2026 in Review

Lakeshore Financial Planning held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 3,024 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #69.

Lakeshore Financial Planning first reported a position in IXUS in Q4 2023 and has held it in 11 quarters since. 523 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Lakeshore Financial Planning held 3,024 shares of iShares Core MSCI Total International Stock ETF worth $289K as of Q2 2026.
Lakeshore Financial Planning left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2026.
iShares Core MSCI Total International Stock ETF made up 0.09% of Lakeshore Financial Planning's portfolio in Q2 2026, its #69 holding.
Lakeshore Financial Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 11 quarters since.
523 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.