Number of Shares
121,095.00
Current Holdings Value*
$6.67 Mil
% of Portfolio
5.5%
Total Estimate Gain
$737,605.00
% of Total Estimate Gain
10.57%

Bennett Associates Wealth Management's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2025-03-31, Bennett Associates Wealth Management held 121,095.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $6.67 Mil. This investment constitutes 5.5% of their stock portfolio, and Bennett Associates Wealth Management now holds 0.05% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2024Q2. And since then Bennett Associates Wealth Management has made 4 purchases of EMXC, at an average price of $57.61, for a total of 121,095.00 shares. Based on historical transaction data and EMXC's current price of $63.70, Bennett Associates Wealth Management's estimated gain on his EMXC holdings is $737,605.00, reflecting a 10.57% gain to date.

Bennett Associates Wealth Management EMXC ($63.70) Holding Chart

Bennett Associates Wealth Management EMXC ($63.70) 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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