Trinity Wealth Management, LLC IXUS Holdings History
Trinity Wealth Management, LLC's iShares Core MSCI Total International Stock ETF Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 171,672.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $13.27 Mil. This investment constitutes 5.27% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.03% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2019Q4. And since then Trinity Wealth Management, LLC has made 17 purchases of IXUS, at an average price of $64.31, for a total of 225,106.00 shares. In addition, there have been 4 sales at an average price of $54.41 for 53,434.00 shares. Based on historical transaction data and IXUS's current price of $77.40, Trinity Wealth Management, LLC's estimated gain on his IXUS holdings is $1.72 Mil, reflecting a 11.87% gain to date.
Trinity Wealth Management, LLC IXUS ($77.40) Holding Chart
Trinity Wealth Management, LLC IXUS ($77.40) 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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