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Planning Capital Management Corporation’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$41.6K Hold
573
– – 0.03% 202
2024
Q2 		$38.7K Hold
573
– – 0.03% 214
2024
Q1 		$38.9K Hold
573
– – 0.03% 210
2023
Q4 		$37.2K Buy
+573
New +$35.1K 0.03% 215

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Planning Capital Management Corporation's IXUS Position: Q3 2024 in Review

Planning Capital Management Corporation held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2024 at 573 shares worth $41.6K. The position accounts for 0.03% of the portfolio, ranked #202.

Planning Capital Management Corporation first reported a position in IXUS in Q4 2023 and has held it in 4 quarters since. 755 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

  • Planning Capital Management Corporation held 573 shares of iShares Core MSCI Total International Stock ETF worth $41.6K as of Q3 2024.
  • Planning Capital Management Corporation left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2024.
  • iShares Core MSCI Total International Stock ETF made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #202 holding.
  • Planning Capital Management Corporation first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 4 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.