Number of Shares
111,123.00
Current Holdings Value*
$6.12 Mil
% of Portfolio
2.33%
Total Estimate Gain
$923,840.99
% of Total Estimate Gain
12.85%

Keystone Financial Services's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2025-03-31, Keystone Financial Services held 111,123.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $6.12 Mil. This investment constitutes 2.33% of their stock portfolio, and Keystone Financial Services now holds 0.04% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2023Q4. And since then Keystone Financial Services has made 5 purchases of EMXC, at an average price of $55.70, for a total of 129,100.00 shares. In addition, there have been 1 sales at an average price of $56.10 for 17,977.00 shares. Based on historical transaction data and EMXC's current price of $63.95, Keystone Financial Services's estimated gain on his EMXC holdings is $923,840.99, reflecting a 12.85% gain to date.

Keystone Financial Services EMXC ($63.95) Holding Chart

Keystone Financial Services EMXC ($63.95) 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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