LWM ADVISORS INC EEM Holdings History
LWM ADVISORS INC's iShares MSCI Emerging Markets ETF Holding Summary
As of 2025-06-30, LWM ADVISORS INC held 108,110.00 shares of iShares MSCI Emerging Markets ETF(EEM), totaling $5.22 Mil. This investment constitutes 5.02% of their stock portfolio, and LWM ADVISORS INC now holds 0.03% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.
The initial trade took place in 2024Q4. And since then LWM ADVISORS INC has made 2 purchases of EEM, at an average price of $44.27, for a total of 108,110.00 shares. Based on historical transaction data and EEM's current price of $49.12, LWM ADVISORS INC's estimated gain on his EEM holdings is $523,774.64, reflecting a 10.94% gain to date.
LWM ADVISORS INC EEM ($49.12) Holding Chart
LWM ADVISORS INC EEM ($49.12) 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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