IXUS — iShares Core MSCI Total Intl Stk ETF

Ownership history in GRIES FINANCIAL LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which GRIES FINANCIAL LLC reported a position in iShares Core MSCI Total Intl Stk ETF (IXUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.69% (2021 Q4)
Avg. % of fund
0.65%
First filed
2021 Q1
Last filed
2025 Q2
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 UNCHANGED 11,629 — 0% 0.16% $899K $75.88
2025 Q1 UNCHANGED 11,629 — 0% 0.16% $812K $67.48
2024 Q4 REDUCED 11,629 -1,195 -9.3% 0.14% $769K $63.93
2024 Q3 REDUCED 12,824 -80 -0.6% 0.17% $931K $69.00
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IXUS price (monthly, adj. close)

Other funds also holding IXUS

As of 2025 Q4 — sorted by position size

Acorns Advisers, LLC 3Y 7Y 23.27% Tiller Private Wealth, Inc. 3Y 7Y 18.77% MontVue Capital Management, Inc. 12.7% Magnolia Wealth Management, LLC 3Y 11.83% Astoria Strategic Wealth, Inc. 3Y 11.67% Skyline Advisors, Inc. 10.41% CAHABA WEALTH MANAGEMENT, INC. 3Y 7Y 10.33% Hardy Reed LLC 3Y 7Y 9.63% Waldron Private Wealth LLC 3Y 7Y 9.21% Compass Ion Advisors, LLC 3Y 9.09%
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