Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$35,625.38
% of Total Estimate Gain
3.40%

Aletheian Wealth Advisors LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2025-06-30, Aletheian Wealth Advisors LLC held - shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling N/A. This investment constitutes 0% of their stock portfolio, and Aletheian Wealth Advisors LLC now holds 0% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2022Q1. And since then Aletheian Wealth Advisors LLC has made 3 purchases of EMXC, at an average price of $57.02, for a total of 18,351.00 shares. In addition, there have been 3 sales at an average price of $58.96 for 18,351.00 shares. Based on historical transaction data and EMXC's current price of $63.27, Aletheian Wealth Advisors LLC's estimated gain on his EMXC holdings is $35,625.38, reflecting a 3.40% gain to date.

Aletheian Wealth Advisors LLC EMXC ($63.27) Holding Chart

Aletheian Wealth Advisors LLC EMXC ($63.27) 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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