Number of Shares
435,453.00
Current Holdings Value*
$25.20 Mil
% of Portfolio
11.39%
Total Estimate Gain
$5.74 Mil
% of Total Estimate Gain
18.08%

Newman & Schimel, LLC's iShares Core MSCI Total International Stock ETF Holding Summary

As of 2022-12-31, Newman & Schimel, LLC held 435,453.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $25.20 Mil. This investment constitutes 11.39% of their stock portfolio, and Newman & Schimel, LLC now holds 0.09% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2020Q4. And since then Newman & Schimel, LLC has made 3 purchases of IXUS, at an average price of $63.71, for a total of 498,796.00 shares. In addition, there have been 5 sales at an average price of $69.71 for 63,343.00 shares. Based on historical transaction data and IXUS's current price of $76.03, Newman & Schimel, LLC's estimated gain on his IXUS holdings is $5.74 Mil, reflecting a 18.08% gain to date.

Newman & Schimel, LLC IXUS ($76.03) Holding Chart

Newman & Schimel, LLC IXUS ($76.03) 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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