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Vertex Planning Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Vertex Planning Partners’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 		$446K Buy
5,150
+702
+16% +$62.5K 0.09% 81
2025
Q4 		$376K Buy
4,448
+646
+17% +$54.2K 0.09% 91
2025
Q3 		$314K Buy
3,802
+321
+9% +$25.5K 0.06% 157
2025
Q2 		$269K Buy
3,481
+561
+19% +$41K 0.06% 159
2025
Q1 		$204K Buy
+2,920
New +$202K 0.04% 177

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

Vertex Planning Partners's IXUS Position: Q1 2026 in Review

Vertex Planning Partners increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 16% in Q1 2026, buying an estimated $62.5K and bringing the position to 5,150 shares worth $446K. The position accounts for 0.09% of the portfolio, ranked #81.

Vertex Planning Partners first reported a position in IXUS in Q1 2025 and has held it in 5 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Vertex Planning Partners held 5,150 shares of iShares Core MSCI Total International Stock ETF worth $446K as of Q1 2026.
  • Vertex Planning Partners bought 702 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $62.5K.
  • iShares Core MSCI Total International Stock ETF made up 0.09% of Vertex Planning Partners's portfolio in Q1 2026, its #81 holding.
  • Vertex Planning Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2025 and has held it in 5 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.