Number of Shares
275,092.00
Current Holdings Value*
$17.28 Mil
% of Portfolio
6.22%
Total Estimate Gain
$2.50 Mil
% of Total Estimate Gain
16.73%

BURKETT FINANCIAL SERVICES, LLC's iShares MSCI Emerging Markets Min Vol Factor ETF Holding Summary

As of 2025-06-30, BURKETT FINANCIAL SERVICES, LLC held 275,092.00 shares of iShares MSCI Emerging Markets Min Vol Factor ETF(EEMV), totaling $17.28 Mil. This investment constitutes 6.22% of their stock portfolio, and BURKETT FINANCIAL SERVICES, LLC now holds 0.38% of the outstanding iShares MSCI Emerging Markets Min Vol Factor ETF(EEMV) stock.

The initial trade took place in 2023Q4. And since then BURKETT FINANCIAL SERVICES, LLC has made 6 purchases of EEMV, at an average price of $54.25, for a total of 275,092.00 shares. Based on historical transaction data and EEMV's current price of $63.33, BURKETT FINANCIAL SERVICES, LLC's estimated gain on his EEMV holdings is $2.50 Mil, reflecting a 16.73% gain to date.

BURKETT FINANCIAL SERVICES, LLC EEMV ($63.33) Holding Chart

BURKETT FINANCIAL SERVICES, LLC EEMV ($63.33) 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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