Balanced Rock Investment Advisors LLC EMXF Holdings History
Balanced Rock Investment Advisors LLC's iShares ESG Advanced MSCI EM ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 57,214.00 shares of iShares ESG Advanced MSCI EM ETF(EMXF), totaling $2.19 Mil. This investment constitutes 1.74% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 2.49% of the outstanding iShares ESG Advanced MSCI EM ETF(EMXF) stock.
The initial trade took place in 2023Q4. And since then Balanced Rock Investment Advisors LLC has made 1 purchases of EMXF, at an average price of $34.39, for a total of 96,355.00 shares. In addition, there have been 4 sales at an average price of $38.64 for 39,141.00 shares. Based on historical transaction data and EMXF's current price of $42.59, Balanced Rock Investment Advisors LLC's estimated gain on his EMXF holdings is $635,090.13, reflecting a 19.16% gain to date.
Balanced Rock Investment Advisors LLC EMXF ($42.59) Holding Chart
Balanced Rock Investment Advisors LLC EMXF ($42.59) 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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