Life Planning Partners
IXUS icon

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

Life Planning Partners’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 		$994K Sell
10,461
-600
-5% -$57.6K 0.79% 31
2026
Q2 		$1.06M Sell
11,061
-608
-5% -$57.1K 0.78% 33
2026
Q1 		$1.01M Sell
11,669
-30
-0.3% -$2.67K 0.77% 33
2025
Q4 		$990K Sell
11,699
-4,052
-26% -$340K 0.76% 34
2025
Q3 		$1.3M Sell
15,751
-934
-6% -$74.3K 0.95% 27
2025
Q2 		$1.29M Buy
16,685
+4,138
+33% +$302K 1.03% 25
2025
Q1 		$876K Buy
12,547
+1,518
+14% +$105K 0.79% 31
2024
Q4 		$729K Buy
11,029
+140
+1% +$9.7K 0.67% 32
2024
Q3 		$791K Sell
10,889
-3,321
-23% -$230K 0.71% 32
2024
Q2 		$960K Buy
14,210
+6,673
+89% +$453K 0.87% 25
2024
Q1 		$511K Buy
7,537
+994
+15% +$64.9K 0.51% 38
2023
Q4 		$425K Buy
+6,543
New +$401K 0.42% 42
2022
Q3 		$202K Buy
3,961
+10
+0.3% +$567 0.23% 51
2022
Q2 		$224K Hold
3,951
– – 0.25% 47
2022
Q1 		$264K Sell
3,951
-100
-2% -$6.78K 0.27% 44
2021
Q4 		$287K Buy
+4,051
New +$291K 0.29% 42

Other funds holding IXUS

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Amica Mutual Insurance
Amica Mutual Insurance Providence, Rhode Island $1.21B AUM 20.46% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Life Planning Partners's IXUS Position: Q3 2026 in Review

Life Planning Partners reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5.4% in Q3 2026, selling an estimated $57.6K and leaving 10,461 shares worth $994K. The position accounts for 0.79% of the portfolio, ranked #31.

Life Planning Partners first reported a position in IXUS in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.3M in Q3 2025. 826 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Life Planning Partners held 10,461 shares of iShares Core MSCI Total International Stock ETF worth $994K as of Q3 2026.
  • Life Planning Partners sold 600 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $57.6K.
  • iShares Core MSCI Total International Stock ETF made up 0.79% of Life Planning Partners's portfolio in Q3 2026, its #31 holding.
  • Life Planning Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 16 quarters since.
  • Life Planning Partners's iShares Core MSCI Total International Stock ETF position peaked at $1.3M in Q3 2025.
  • 826 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.