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

PDS 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	$462K	Buy	+4,867	New	+$467K	0.03%	310

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

PDS Planning's IXUS Position: Q3 2026 in Review

PDS Planning opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2026: 4,867 shares worth $462K. The stake represents 0.03% of the portfolio and ranks #310 among its holdings.

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

PDS Planning held 4,867 shares of iShares Core MSCI Total International Stock ETF worth $462K as of Q3 2026.
iShares Core MSCI Total International Stock ETF was a new PDS Planning position in Q3 2026.
iShares Core MSCI Total International Stock ETF made up 0.03% of PDS Planning's portfolio in Q3 2026, its #310 holding.
642 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.