Number of Shares
58,155.00
Current Holdings Value*
$4.06 Mil
% of Portfolio
2.14%
Total Estimate Gain
$687,388.95
% of Total Estimate Gain
13.16%

Sightline Wealth Advisors, LLC's iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-03-31, Sightline Wealth Advisors, LLC held 58,155.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $4.06 Mil. This investment constitutes 2.14% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2020Q4. And since then Sightline Wealth Advisors, LLC has made 8 purchases of IXUS, at an average price of $64.36, for a total of 81,156.00 shares. In addition, there have been 9 sales at an average price of $60.29 for 23,001.00 shares. Based on historical transaction data and IXUS's current price of $77.79, Sightline Wealth Advisors, LLC's estimated gain on his IXUS holdings is $687,388.95, reflecting a 13.16% gain to date.

Sightline Wealth Advisors, LLC IXUS ($77.79) Holding Chart

Sightline Wealth Advisors, LLC IXUS ($77.79) 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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