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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