Kathleen S. Wright Associates Inc. EEMV Holdings History
Kathleen S. Wright Associates Inc.'s iShares MSCI Emerging Markets Min Vol Factor ETF Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 15,869.00 shares of iShares MSCI Emerging Markets Min Vol Factor ETF(EEMV), totaling $925,790.00. This investment constitutes 0.38% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0.02% of the outstanding iShares MSCI Emerging Markets Min Vol Factor ETF(EEMV) stock.
The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 5 purchases of EEMV, at an average price of $57.26, for a total of 33,240.00 shares. In addition, there have been 8 sales at an average price of $56.39 for 17,371.00 shares. Based on historical transaction data and EEMV's current price of $63.22, Kathleen S. Wright Associates Inc.'s estimated gain on his EEMV holdings is $79,400.43, reflecting a 4.17% gain to date.
Kathleen S. Wright Associates Inc. EEMV ($63.22) Holding Chart
Kathleen S. Wright Associates Inc. EEMV ($63.22) 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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