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New England Professional Planning Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

New England Professional Planning Group’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 		$2.17M Buy
22,723
+632
+3% +$59.4K 0.81% 6
2026
Q1 		$1.91M Sell
22,091
-3,515
-14% -$313K 0.8% 6
2025
Q4 		$2.17M Sell
25,606
-4,819
-16% -$404K 0.91% 6
2025
Q3 		$2.35M Sell
30,425
-4,447
-13% -$354K 1.08% 5
2025
Q2 		$2.7M Buy
34,872
+23
+0.1% +$1.68K 1.23% 6
2025
Q1 		$2.43M Sell
34,849
-4,710
-12% -$327K 1.21% 6
2024
Q4 		$2.62M Sell
39,559
-9,294
-19% -$645K 1.3% 6
2024
Q3 		$3.55M Sell
48,853
-659,014
-93% -$45.6M 1.76% 6
2024
Q2 		$47.8M Buy
707,867
+9,185
+1% +$623K 25.12% 2
2024
Q1 		$47.4M Buy
698,682
+5,920
+0.9% +$386K 24.73% 2
2023
Q4 		$45M Sell
692,762
-12,326
-2% -$755K 25.57% 2
2023
Q3 		$42.3M Sell
705,088
-1,473
-0.2% -$91.9K 26.2% 2
2023
Q2 		$44.2M Sell
706,561
-7,588
-1% -$475K 25.99% 2
2023
Q1 		$44.7M Buy
714,149
+22,995
+3% +$1.41M 27.02% 2
2022
Q4 		$40M Buy
691,154
+16,611
+2% +$927K 22.49% 2
2022
Q3 		$34.4M Buy
674,543
+13,358
+2% +$757K 24.48% 2
2022
Q2 		$37.7M Buy
661,185
+27,910
+4% +$1.72M 26.13% 2
2022
Q1 		$42.6M Buy
633,275
+22,001
+4% +$1.49M 25.47% 2
2021
Q4 		$43.2M Buy
611,274
+16,879
+3% +$1.21M 26.36% 2
2021
Q3 		$43.4M Buy
594,395
+14,680
+3% +$1.07M 25.73% 2
2021
Q2 		$42.6M Buy
579,715
+2,869
+0.5% +$210K 25.72% 2
2021
Q1 		$42.2M Buy
576,846
+7,160
+1% +$502K 25.87% 2
2020
Q4 		$38.3M Buy
569,686
+5,307
+0.9% +$333K 26.97% 2
2020
Q3 		$34.6M Sell
564,379
-3,544
-0.6% -$206K 27.56% 2
2020
Q2 		$33.1M Buy
567,923
+29,885
+6% +$1.54M 25.57% 2
2020
Q1 		$26.5M Buy
538,038
+67,685
+14% +$3.82M 24.55% 2
2019
Q4 		$29.1M Buy
+470,353
New +$28.2M 23.09% 2
2018
Q3 		$16.8M Buy
278,504
+19,678
+8% +$1.19M 19.26% 2
2018
Q2 		$15.6M Buy
258,826
+1,256
+0.5% +$78.9K 19.98% 2
2018
Q1 		$16.3M Buy
257,570
+9,729
+4% +$626K 21.65% 2
2017
Q4 		$16M Buy
+247,841
New +$15.4M 19.59% 2
2016
Q2 		$10.6M Buy
209,413
+18,218
+10% +$906K 11.83% 3
2016
Q1 		$9.38M Buy
191,195
+87,714
+85% +$4.1M 9.4% 4
2015
Q4 		$5.12M Buy
103,481
+7,522
+8% +$384K 5.71% 6
2015
Q3 		$4.91M Buy
+95,959
New +$5.02M 5.55% 6

Other funds holding IXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

New England Professional Planning Group's IXUS Position: Q2 2026 in Review

New England Professional Planning Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.9% in Q2 2026, buying an estimated $59.4K and bringing the position to 22,723 shares worth $2.17M. The position accounts for 0.81% of the portfolio, ranked #6.

New England Professional Planning Group first reported a position in IXUS in Q3 2015 and has held it in 35 quarters since. The position peaked at $47.8M in Q2 2024. 605 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • New England Professional Planning Group held 22,723 shares of iShares Core MSCI Total International Stock ETF worth $2.17M as of Q2 2026.
  • New England Professional Planning Group bought 632 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $59.4K.
  • iShares Core MSCI Total International Stock ETF made up 0.81% of New England Professional Planning Group's portfolio in Q2 2026, its #6 holding.
  • New England Professional Planning Group first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2015 and has held it in 35 quarters since.
  • New England Professional Planning Group's iShares Core MSCI Total International Stock ETF position peaked at $47.8M in Q2 2024.
  • 605 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.