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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
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% +$9.72K 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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Life Planning Partners's IXUS Position: Q2 2026 in Review

Life Planning Partners reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5.2% in Q2 2026, selling an estimated $57.1K and leaving 11,061 shares worth $1.06M. The position accounts for 0.78% of the portfolio, ranked #33.

Life Planning Partners first reported a position in IXUS in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.3M in Q3 2025. 628 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Life Planning Partners held 11,061 shares of iShares Core MSCI Total International Stock ETF worth $1.06M as of Q2 2026.
  • Life Planning Partners sold 608 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $57.1K.
  • iShares Core MSCI Total International Stock ETF made up 0.78% of Life Planning Partners's portfolio in Q2 2026, its #33 holding.
  • Life Planning Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 15 quarters since.
  • Life Planning Partners's iShares Core MSCI Total International Stock ETF position peaked at $1.3M in Q3 2025.
  • 628 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.