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

Morris Financial Concepts’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	$52K	Hold	600	–	–	0.02%	157
2025 Q4	$50.8K	Hold	600	–	–	0.02%	155
2025 Q3	$49.5K	Hold	600	–	–	0.02%	158
2025 Q2	$46.4K	Hold	600	–	–	0.02%	155
2025 Q1	$41.9K	Hold	600	–	–	0.02%	155
2024 Q4	$39.7K	Hold	600	–	–	0.02%	147
2024 Q3	$43.6K	Hold	600	–	–	0.02%	150
2024 Q2	$40.5K	Hold	600	–	–	0.02%	123
2024 Q1	$40.7K	Hold	600	–	–	0.02%	122
2023 Q4	$39K	Hold	600	–	–	0.02%	119
2023 Q3	$36K	Hold	600	–	–	0.02%	109
2023 Q2	$37.6K	Sell	600 -349	-37%	-$21.8K	0.02%	112
2023 Q1	$58.8K	Hold	949	–	–	0.04%	102
2022 Q4	$54.9K	Hold	949	–	–	0.04%	99
2022 Q3	$48K	Hold	949	–	–	0.05%	80
2022 Q2	$54K	Buy	+949	New	+$58.4K	0.05%	86

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morris Financial Concepts's IXUS Position: Q1 2026 in Review

Morris Financial Concepts held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 600 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #157.

Morris Financial Concepts first reported a position in IXUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $58.8K in Q1 2023. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Morris Financial Concepts held 600 shares of iShares Core MSCI Total International Stock ETF worth $52K as of Q1 2026.
Morris Financial Concepts left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2026.
iShares Core MSCI Total International Stock ETF made up 0.02% of Morris Financial Concepts's portfolio in Q1 2026, its #157 holding.
Morris Financial Concepts first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and has held it in 16 quarters since.
Morris Financial Concepts's iShares Core MSCI Total International Stock ETF position peaked at $58.8K in Q1 2023.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.