FORM Wealth Advisors, LLC EMXC Holdings History
Number of Shares
404,292.00
Current Holdings Value*
$22.27 Mil
% of Portfolio
3.03%
Total Estimate Gain
$2.90 Mil
% of Total Estimate Gain
12.78%
FORM Wealth Advisors, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary
As of 2025-03-31, FORM Wealth Advisors, LLC held 404,292.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $22.27 Mil. This investment constitutes 3.03% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.16% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and EMXC's current price of $63.27, FORM Wealth Advisors, LLC's estimated gain on his EMXC holdings is $2.90 Mil, reflecting a 12.78% gain to date.
FORM Wealth Advisors, LLC EMXC ($63.27) Holding Chart
FORM Wealth Advisors, LLC EMXC ($63.27) 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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