Next Level Wealth Planning
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Next Level Wealth Planning’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Next Level Wealth 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 		$78.1K Buy
+823
New +$79K 0.03% 135

Other funds holding IXUS

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Hardy Reed
Hardy Reed Tupelo, Mississippi $1.58B AUM 14.98% 1-Year Est. Return

Next Level Wealth Planning's IXUS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2026: 823 shares worth $78.1K. The stake represents 0.03% of the portfolio and ranks #135 among its holdings.

642 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Next Level Wealth Planning held 823 shares of iShares Core MSCI Total International Stock ETF worth $78.1K as of Q3 2026.
  • iShares Core MSCI Total International Stock ETF was a new Next Level Wealth Planning position in Q3 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #135 holding.
  • 642 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.