Sequoia Financial Advisors, LLC IXUS Holdings History
Sequoia Financial Advisors, LLC's iShares Core MSCI Total International Stock ETF Holding Summary
As of 2025-03-31, Sequoia Financial Advisors, LLC held 5.05 Mil shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $352.67 Mil. This investment constitutes 2.72% of their stock portfolio, and Sequoia Financial Advisors, LLC now holds 0.89% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2018Q3. And since then Sequoia Financial Advisors, LLC has made 23 purchases of IXUS, at an average price of $64.11, for a total of 7.82 Mil shares. In addition, there have been 4 sales at an average price of $69.49 for 2.77 Mil shares. Based on historical transaction data and IXUS's current price of $77.08, Sequoia Financial Advisors, LLC's estimated gain on his IXUS holdings is $80.41 Mil, reflecting a 16.04% gain to date.
Sequoia Financial Advisors, LLC IXUS ($77.08) Holding Chart
Sequoia Financial Advisors, LLC IXUS ($77.08) 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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