Number of Shares
1.09 Mil
Current Holdings Value*
$60.29 Mil
% of Portfolio
4.11%
Total Estimate Gain
$10.58 Mil
% of Total Estimate Gain
17.90%

Advocacy Wealth Management Services, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2025-03-31, Advocacy Wealth Management Services, LLC held 1.09 Mil shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $60.29 Mil. This investment constitutes 4.11% of their stock portfolio, and Advocacy Wealth Management Services, LLC now holds 0.42% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2023Q4. And since then Advocacy Wealth Management Services, LLC has made 6 purchases of EMXC, at an average price of $54.03, for a total of 1.09 Mil shares. Based on historical transaction data and EMXC's current price of $63.70, Advocacy Wealth Management Services, LLC's estimated gain on his EMXC holdings is $10.58 Mil, reflecting a 17.90% gain to date.

Advocacy Wealth Management Services, LLC EMXC ($63.70) Holding Chart

Advocacy Wealth Management Services, LLC EMXC ($63.70) 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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