Prepared Retirement Institute’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Prepared Retirement Institute’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
2025 Q3	–	Sell	-2,921	Closed	-$226K	–	89
2025 Q2	$226K	Hold	2,921	–	–	0.13%	81
2025 Q1	$204K	Sell	2,921 -836	-22%	-$58K	0.13%	85
2024 Q4	$248K	Hold	3,757	–	–	0.14%	71
2024 Q3	$273K	Sell	3,757 -81	-2%	-$5.61K	0.17%	63
2024 Q2	$259K	Buy	3,838 +56	+1%	+$3.8K	0.17%	67
2024 Q1	$257K	Hold	3,782	–	–	0.19%	56
2023 Q4	$246K	Buy	+3,782	New	+$232K	0.18%	67

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Prepared Retirement Institute's IXUS Position: Q3 2025 in Review

Prepared Retirement Institute sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2025, closing a stake of 2,921 shares — an estimated $226K sold.

Prepared Retirement Institute first reported a position in IXUS in Q4 2023 and held it in 7 quarters. The position peaked at $273K in Q3 2024. 852 funds tracked by Wall St. Rank hold IXUS as of Q3 2025.

Prepared Retirement Institute reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2025 after selling out during the quarter.
Prepared Retirement Institute sold 2,921 iShares Core MSCI Total International Stock ETF shares in Q3 2025, an estimated $226K.
Prepared Retirement Institute first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and held it in 7 quarters.
Prepared Retirement Institute's iShares Core MSCI Total International Stock ETF position peaked at $273K in Q3 2024.
852 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2025.

Based on Prepared Retirement Institute's 13F filing for Q3 2025, filed 21 Oct 2025.