Number of Shares
194,172.00
Current Holdings Value*
$11.33 Mil
% of Portfolio
1.78%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
7.75%

Brio Consultants, LLC's iShares MSCI Emerging Markets Min Vol Factor ETF Holding Summary

As of 2025-03-31, Brio Consultants, LLC held 194,172.00 shares of iShares MSCI Emerging Markets Min Vol Factor ETF(EEMV), totaling $11.33 Mil. This investment constitutes 1.78% of their stock portfolio, and Brio Consultants, LLC now holds 0.27% of the outstanding iShares MSCI Emerging Markets Min Vol Factor ETF(EEMV) stock.

The initial trade took place in 2022Q2. And since then Brio Consultants, LLC has made 7 purchases of EEMV, at an average price of $56.94, for a total of 322,125.00 shares. In addition, there have been 5 sales at an average price of $58.59 for 127,953.00 shares. Based on historical transaction data and EEMV's current price of $63.18, Brio Consultants, LLC's estimated gain on his EEMV holdings is $1.42 Mil, reflecting a 7.75% gain to date.

Brio Consultants, LLC EEMV ($63.18) Holding Chart

Brio Consultants, LLC EEMV ($63.18) 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 %

Top Ranked Articles

  • 1