Number of Shares
107,499.00
Current Holdings Value*
$4.57 Mil
% of Portfolio
4.36%
Total Estimate Gain
$-495,999.89
% of Total Estimate Gain
-4.92%

COREPATH WEALTH PARTNERS LLC's iShares MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, COREPATH WEALTH PARTNERS LLC held 107,499.00 shares of iShares MSCI Emerging Markets ETF(EEM), totaling $4.57 Mil. This investment constitutes 4.36% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0.03% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.

The initial trade took place in 2020Q4. And since then COREPATH WEALTH PARTNERS LLC has made 15 purchases of EEM, at an average price of $46.16, for a total of 218,568.00 shares. In addition, there have been 2 sales at an average price of $39.85 for 111,069.00 shares. Based on historical transaction data and EEM's current price of $48.07, COREPATH WEALTH PARTNERS LLC's estimated gain on his EEM holdings is $-495,999.89, reflecting a -4.92% gain to date.

COREPATH WEALTH PARTNERS LLC EEM ($48.07) Holding Chart

COREPATH WEALTH PARTNERS LLC EEM ($48.07) 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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