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

United Financial Planning Group’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	$41.6K	Buy	436 +5	+1%	+$470	0.02%	110
2026 Q1	$37.3K	Buy	431 +137	+47%	+$12.2K	0.02%	99
2025 Q4	$24.8K	Buy	294 +3	+1%	+$252	0.02%	123
2025 Q3	$24K	Buy	+291	New	+$23.1K	0.02%	114

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

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

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

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

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

DADC

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

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

United Financial Planning Group's IXUS Position: Q2 2026 in Review

United Financial Planning Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.2% in Q2 2026, buying an estimated $470 and bringing the position to 436 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #110.

United Financial Planning Group first reported a position in IXUS in Q3 2025 and has held it in 4 quarters since. 1,059 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

United Financial Planning Group held 436 shares of iShares Core MSCI Total International Stock ETF worth $41.6K as of Q2 2026.
United Financial Planning Group bought 5 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $470.
iShares Core MSCI Total International Stock ETF made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #110 holding.
United Financial Planning Group first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2025 and has held it in 4 quarters since.
1,059 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.