Number of Shares
167,086.00
Current Holdings Value*
$7.30 Mil
% of Portfolio
2.51%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
19.45%

BROWN WEALTH MANAGEMENT, LLC's iShares MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, BROWN WEALTH MANAGEMENT, LLC held 167,086.00 shares of iShares MSCI Emerging Markets ETF(EEM), totaling $7.30 Mil. This investment constitutes 2.51% of their stock portfolio, and BROWN WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.

The initial trade took place in 2023Q3. And since then BROWN WEALTH MANAGEMENT, LLC has made 5 purchases of EEM, at an average price of $40.23, for a total of 186,510.00 shares. In addition, there have been 2 sales at an average price of $39.30 for 19,424.00 shares. Based on historical transaction data and EEM's current price of $49.08, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his EEM holdings is $1.46 Mil, reflecting a 19.45% gain to date.

BROWN WEALTH MANAGEMENT, LLC EEM ($49.08) Holding Chart

BROWN WEALTH MANAGEMENT, LLC EEM ($49.08) 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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