Number of Shares
241,130.00
Current Holdings Value*
$15.22 Mil
% of Portfolio
4.49%
Total Estimate Gain
$1.79 Mil
% of Total Estimate Gain
10.67%

Carr Financial Group Corp's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2025-06-30, Carr Financial Group Corp held 241,130.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $15.22 Mil. This investment constitutes 4.49% of their stock portfolio, and Carr Financial Group Corp now holds 0.11% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2024Q1. And since then Carr Financial Group Corp has made 3 purchases of EMXC, at an average price of $56.68, for a total of 295,886.00 shares. In addition, there have been 3 sales at an average price of $58.34 for 54,756.00 shares. Based on historical transaction data and EMXC's current price of $63.73, Carr Financial Group Corp's estimated gain on his EMXC holdings is $1.79 Mil, reflecting a 10.67% gain to date.

Carr Financial Group Corp EMXC ($63.73) Holding Chart

Carr Financial Group Corp EMXC ($63.73) 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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