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

Gries Financial’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	-11,629	Closed	-$899K	–	335
2025 Q2	$899K	Hold	11,629	–	–	0.16%	129
2025 Q1	$812K	Hold	11,629	–	–	0.16%	128
2024 Q4	$769K	Sell	11,629 -1,195	-9%	-$82.9K	0.14%	142
2024 Q3	$931K	Sell	12,824 -80	-0.6%	-$5.54K	0.17%	128
2024 Q2	$872K	Hold	12,904	–	–	0.18%	115
2024 Q1	$876K	Buy	12,904 +144	+1%	+$9.4K	0.15%	131
2023 Q4	$829K	Buy	12,760 +60	+0.5%	+$3.67K	0.18%	100
2023 Q3	$762K	Hold	12,700	–	–	0.21%	99
2023 Q2	$795K	Sell	12,700 -11,225	-47%	-$703K	0.22%	90
2023 Q1	$1.48M	Sell	23,925 -11,225	-32%	-$687K	0.44%	66
2022 Q4	$2.03M	Sell	35,150 -1,768	-5%	-$98.7K	0.68%	52
2022 Q3	$1.88M	Sell	36,918 -3,282	-8%	-$186K	0.8%	32
2022 Q2	$2.29M	Sell	40,200 -18,200	-31%	-$1.12M	1.09%	20
2022 Q1	$3.89M	Hold	58,400	–	–	1.43%	9
2021 Q4	$4.14M	Hold	58,400	–	–	1.69%	10
2021 Q3	$4.15M	Buy	58,400 +175	+0.3%	+$12.8K	1.3%	14
2021 Q2	$4.26M	Hold	58,225	–	–	1.37%	13
2021 Q1	$4.17M	Buy	+58,225	New	+$4.08M	1.33%	15

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 22.96% 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

Gries Financial's IXUS Position: Q3 2025 in Review

Gries Financial sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2025, closing a stake of 11,629 shares — an estimated $899K sold.

Gries Financial first reported a position in IXUS in Q1 2021 and held it in 18 quarters. The position peaked at $4.26M in Q2 2021. 852 funds tracked by Wall St. Rank hold IXUS as of Q3 2025.

Gries Financial reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2025 after selling out during the quarter.
Gries Financial sold 11,629 iShares Core MSCI Total International Stock ETF shares in Q3 2025, an estimated $899K.
Gries Financial first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2021 and held it in 18 quarters.
Gries Financial's iShares Core MSCI Total International Stock ETF position peaked at $4.26M in Q2 2021.
852 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.