Number of Shares
389,775.00
Current Holdings Value*
$21.47 Mil
% of Portfolio
4.5%
Total Estimate Gain
$6.36 Mil
% of Total Estimate Gain
14.46%

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

As of 2025-03-31, Artemis Wealth Advisors, LLC held 389,775.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $21.47 Mil. This investment constitutes 4.5% of their stock portfolio, and Artemis Wealth Advisors, LLC now holds 0.15% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2023Q1. And since then Artemis Wealth Advisors, LLC has made 7 purchases of EMXC, at an average price of $50.41, for a total of 873,036.00 shares. In addition, there have been 2 sales at an average price of $53.04 for 483,261.00 shares. Based on historical transaction data and EMXC's current price of $63.47, Artemis Wealth Advisors, LLC's estimated gain on his EMXC holdings is $6.36 Mil, reflecting a 14.46% gain to date.

Artemis Wealth Advisors, LLC EMXC ($63.47) Holding Chart

Artemis Wealth Advisors, 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 %

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