Fortis Advisors, LLC EMXC Holdings History

Number of Shares
104,558.00
Current Holdings Value*
$5.76 Mil
% of Portfolio
3.75%
Total Estimate Gain
$620,923.99
% of Total Estimate Gain
7.17%

Fortis Advisors, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2025-03-31, Fortis Advisors, LLC held 104,558.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $5.76 Mil. This investment constitutes 3.75% of their stock portfolio, and Fortis Advisors, LLC now holds 0.04% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2022Q2. And since then Fortis Advisors, LLC has made 6 purchases of EMXC, at an average price of $54.71, for a total of 158,222.00 shares. In addition, there have been 6 sales at an average price of $48.76 for 53,664.00 shares. Based on historical transaction data and EMXC's current price of $63.70, Fortis Advisors, LLC's estimated gain on his EMXC holdings is $620,923.99, reflecting a 7.17% gain to date.

Fortis Advisors, LLC EMXC ($63.70) Holding Chart

Fortis Advisors, 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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