Number of Shares
569,760.00
Current Holdings Value*
$39.77 Mil
% of Portfolio
4.83%
Total Estimate Gain
$16.50 Mil
% of Total Estimate Gain
10.43%

TRUE Private Wealth Advisors's iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-03-31, TRUE Private Wealth Advisors held 569,760.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $39.77 Mil. This investment constitutes 4.83% of their stock portfolio, and TRUE Private Wealth Advisors now holds 0.1% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2018Q3. And since then TRUE Private Wealth Advisors has made 16 purchases of IXUS, at an average price of $60.25, for a total of 2.63 Mil shares. In addition, there have been 11 sales at an average price of $63.54 for 2.06 Mil shares. Based on historical transaction data and IXUS's current price of $77.33, TRUE Private Wealth Advisors's estimated gain on his IXUS holdings is $16.50 Mil, reflecting a 10.43% gain to date.

TRUE Private Wealth Advisors IXUS ($77.33) Holding Chart

TRUE Private Wealth Advisors IXUS ($77.33) 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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