Number of Shares
15,869.00
Current Holdings Value*
$925,790.00
% of Portfolio
0.38%
Total Estimate Gain
$85,748.03
% of Total Estimate Gain
4.50%

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 $63.62, Kathleen S. Wright Associates Inc.'s estimated gain on his EEMV holdings is $85,748.03, reflecting a 4.50% gain to date.

Kathleen S. Wright Associates Inc. EEMV ($63.62) Holding Chart

Kathleen S. Wright Associates Inc. EEMV ($63.62) 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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