Number of Shares
12,459.00
Current Holdings Value*
$786,660.00
% of Portfolio
0.08%
Total Estimate Gain
$168,212.89
% of Total Estimate Gain
2.93%

BEACON FINANCIAL GROUP's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2025-06-30, BEACON FINANCIAL GROUP held 12,459.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $786,660.00. This investment constitutes 0.08% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.01% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2023Q4. And since then BEACON FINANCIAL GROUP has made 5 purchases of EMXC, at an average price of $56.93, for a total of 100,941.00 shares. In addition, there have been 2 sales at an average price of $57.80 for 88,482.00 shares. Based on historical transaction data and EMXC's current price of $64.26, BEACON FINANCIAL GROUP's estimated gain on his EMXC holdings is $168,212.89, reflecting a 2.93% gain to date.

BEACON FINANCIAL GROUP EMXC ($64.26) Holding Chart

BEACON FINANCIAL GROUP EMXC ($64.26) 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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