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 Q3	$325K	Buy	3,417 +393	+13%	+$37.7K	0.1%	67
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Hardy Reed Tupelo, Mississippi $1.58B AUM 14.98% 1-Year Est. Return

Lakeshore Financial Planning's IXUS Position: Q3 2026 in Review

Lakeshore Financial Planning increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 13% in Q3 2026, buying an estimated $37.7K and bringing the position to 3,417 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #67.

Lakeshore Financial Planning first reported a position in IXUS in Q4 2023 and has held it in 12 quarters since. 688 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Lakeshore Financial Planning held 3,417 shares of iShares Core MSCI Total International Stock ETF worth $325K as of Q3 2026.
Lakeshore Financial Planning bought 393 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $37.7K.
iShares Core MSCI Total International Stock ETF made up 0.1% of Lakeshore Financial Planning's portfolio in Q3 2026, its #67 holding.
Lakeshore Financial Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 12 quarters since.
688 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Lakeshore Financial Planning's 13F filing for Q3 2026, filed 13 Oct 2026.