Number of Shares
78,819.00
Current Holdings Value*
$5.50 Mil
% of Portfolio
5.77%
Total Estimate Gain
$806,239.55
% of Total Estimate Gain
14.75%

Capital A Wealth Management, LLC's iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-03-31, Capital A Wealth Management, LLC held 78,819.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $5.50 Mil. This investment constitutes 5.77% of their stock portfolio, and Capital A Wealth Management, LLC now holds 0.01% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2025Q1. And since then Capital A Wealth Management, LLC has made 1 purchases of IXUS, at an average price of $69.34, for a total of 78,819.00 shares. Based on historical transaction data and IXUS's current price of $79.57, Capital A Wealth Management, LLC's estimated gain on his IXUS holdings is $806,239.55, reflecting a 14.75% gain to date.

Capital A Wealth Management, LLC IXUS ($79.57) Holding Chart

Capital A Wealth Management, LLC IXUS ($79.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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