Number of Shares
51,583.00
Current Holdings Value*
$2.84 Mil
% of Portfolio
2.63%
Total Estimate Gain
$288,573.09
% of Total Estimate Gain
9.48%

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

As of 2025-03-31, Copia Wealth Management held 51,583.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $2.84 Mil. This investment constitutes 2.63% of their stock portfolio, and Copia Wealth Management now holds 0.02% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $56.10 for 313.00 shares. Based on historical transaction data and EMXC's current price of $64.29, Copia Wealth Management's estimated gain on his EMXC holdings is $288,573.09, reflecting a 9.48% gain to date.

Copia Wealth Management EMXC ($64.29) Holding Chart

Copia Wealth Management EMXC ($64.29) 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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