Rooted Wealth Advisors, Inc. IXUS Holdings History
Rooted Wealth Advisors, Inc.'s iShares Core MSCI Total International Stock ETF Holding Summary
As of 2025-06-30, Rooted Wealth Advisors, Inc. held 180,932.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $13.98 Mil. This investment constitutes 4.83% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.03% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2023Q1. And since then Rooted Wealth Advisors, Inc. has made 8 purchases of IXUS, at an average price of $62.76, for a total of 187,631.00 shares. In addition, there have been 2 sales at an average price of $69.31 for 6,699.00 shares. Based on historical transaction data and IXUS's current price of $78.17, Rooted Wealth Advisors, Inc.'s estimated gain on his IXUS holdings is $2.83 Mil, reflecting a 24.04% gain to date.
Rooted Wealth Advisors, Inc. IXUS ($78.17) Holding Chart
Rooted Wealth Advisors, Inc. 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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