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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.2M Buy
12,552
+7,402
+144% +$696K 0.18% 58
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

Vertex Planning Partners's IXUS Position: Q2 2026 in Review

Vertex Planning Partners increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 144% in Q2 2026, buying an estimated $696K and bringing the position to 12,552 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #58.

Vertex Planning Partners first reported a position in IXUS in Q1 2025 and has held it in 6 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Vertex Planning Partners held 12,552 shares of iShares Core MSCI Total International Stock ETF worth $1.2M as of Q2 2026.
  • Vertex Planning Partners bought 7,402 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $696K.
  • iShares Core MSCI Total International Stock ETF made up 0.18% of Vertex Planning Partners's portfolio in Q2 2026, its #58 holding.
  • Vertex Planning Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.