Dougherty Wealth Advisers LLC IXUS Holdings History
Dougherty Wealth Advisers LLC's iShares Core MSCI Total International Stock ETF Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held 52,810.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $4.08 Mil. This investment constitutes 2.71% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 0.01% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2018Q4. And since then Dougherty Wealth Advisers LLC has made 17 purchases of IXUS, at an average price of $61.88, for a total of 59,386.00 shares. In addition, there have been 9 sales at an average price of $60.65 for 6,576.00 shares. Based on historical transaction data and IXUS's current price of $78.17, Dougherty Wealth Advisers LLC's estimated gain on his IXUS holdings is $852,358.52, reflecting a 23.20% gain to date.
Dougherty Wealth Advisers LLC IXUS ($78.17) Holding Chart
Dougherty Wealth Advisers LLC IXUS ($78.17) 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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