Number of Shares
607,040.00
Current Holdings Value*
$33.44 Mil
% of Portfolio
4.19%
Total Estimate Gain
$7.46 Mil
% of Total Estimate Gain
15.90%

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

As of 2025-03-31, Aprio Wealth Management, LLC held 607,040.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $33.44 Mil. This investment constitutes 4.19% of their stock portfolio, and Aprio Wealth Management, LLC now holds 0.23% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2023Q3. And since then Aprio Wealth Management, LLC has made 5 purchases of EMXC, at an average price of $53.36, for a total of 879,409.00 shares. In addition, there have been 2 sales at an average price of $58.23 for 272,369.00 shares. Based on historical transaction data and EMXC's current price of $63.47, Aprio Wealth Management, LLC's estimated gain on his EMXC holdings is $7.46 Mil, reflecting a 15.90% gain to date.

Aprio Wealth Management, LLC EMXC ($63.47) Holding Chart

Aprio Wealth Management, LLC EMXC ($63.47) 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 %

Top Ranked Articles

  • 1