Capstone Financial Advisors, Inc. IXUS Holdings History
Capstone Financial Advisors, Inc.'s iShares Core MSCI Total International Stock ETF Holding Summary
As of 2025-03-31, Capstone Financial Advisors, Inc. held 884,262.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $61.73 Mil. This investment constitutes 3.87% of their stock portfolio, and Capstone Financial Advisors, Inc. now holds 0.15% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2018Q4. And since then Capstone Financial Advisors, Inc. has made 14 purchases of IXUS, at an average price of $61.28, for a total of 1.40 Mil shares. In addition, there have been 12 sales at an average price of $60.29 for 515,624.00 shares. Based on historical transaction data and IXUS's current price of $77.14, Capstone Financial Advisors, Inc.'s estimated gain on his IXUS holdings is $13.51 Mil, reflecting a 15.75% gain to date.
Capstone Financial Advisors, Inc. IXUS ($77.14) Holding Chart
Capstone Financial Advisors, Inc. IXUS ($77.14) 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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