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

Townsend Financial 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
Q1 		$5.52M Sell
63,764
-10,711
-14% -$954K 5.35% 8
2025
Q4 		$6.3M Buy
+74,475
New +$6.24M 6.31% 6

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Townsend Financial Planning's IXUS Position: Q1 2026 in Review

Townsend Financial Planning reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 14% in Q1 2026, selling an estimated $954K and leaving 63,764 shares worth $5.52M. The position accounts for 5.35% of the portfolio, ranked #8.

Townsend Financial Planning first reported a position in IXUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.3M in Q4 2025. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Townsend Financial Planning held 63,764 shares of iShares Core MSCI Total International Stock ETF worth $5.52M as of Q1 2026.
  • Townsend Financial Planning sold 10,711 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $954K.
  • iShares Core MSCI Total International Stock ETF made up 5.35% of Townsend Financial Planning's portfolio in Q1 2026, its #8 holding.
  • Townsend Financial Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • Townsend Financial Planning's iShares Core MSCI Total International Stock ETF position peaked at $6.3M in Q4 2025.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Townsend Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.