Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-198,447.73
% of Total Estimate Gain
-2.83%

Capital Advisors Wealth Management, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2025-03-31, Capital Advisors Wealth Management, LLC held - shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling N/A. This investment constitutes 0% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2024Q2. And since then Capital Advisors Wealth Management, LLC has made 3 purchases of EMXC, at an average price of $57.73, for a total of 121,502.00 shares. In addition, there have been 1 sales at an average price of $56.10 for 121,502.00 shares. Based on historical transaction data and EMXC's current price of $63.70, Capital Advisors Wealth Management, LLC's estimated gain on his EMXC holdings is $-198,447.73, reflecting a -2.83% gain to date.

Capital Advisors Wealth Management, LLC EMXC ($63.70) Holding Chart

Capital Advisors Wealth Management, LLC 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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