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

Planning Center Inc’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	$460K	Hold	4,822	–	–	0.04%	53
2026 Q1	$418K	Hold	4,822	–	–	0.04%	51
2025 Q4	$408K	Hold	4,822	–	–	0.04%	51
2025 Q3	$398K	Hold	4,822	–	–	0.04%	50
2025 Q2	$373K	Hold	4,822	–	–	0.04%	51
2025 Q1	$337K	Buy	+4,822	New	+$334K	0.04%	52
2024 Q4	–	Sell	-2,827	Closed	-$205K	–	70
2024 Q3	$205K	Buy	+2,827	New	+$196K	0.03%	68

Other funds holding IXUS

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Planning Center Inc's IXUS Position: Q2 2026 in Review

Planning Center Inc held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 4,822 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #53.

Planning Center Inc first reported a position in IXUS in Q3 2024 and has held it in 7 quarters since. 523 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Planning Center Inc held 4,822 shares of iShares Core MSCI Total International Stock ETF worth $460K as of Q2 2026.
Planning Center Inc left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2026.
iShares Core MSCI Total International Stock ETF made up 0.04% of Planning Center Inc's portfolio in Q2 2026, its #53 holding.
Planning Center Inc first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2024 and has held it in 7 quarters since.
523 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.