LWM ADVISORS INC EMXC Holdings History
Number of Shares
3,588.00
Current Holdings Value*
$208,460.00
% of Portfolio
0.21%
Total Estimate Gain
$29,385.72
% of Total Estimate Gain
14.60%
LWM ADVISORS INC's iShares MSCI Emerging Markets ex China ETF Holding Summary
As of 2025-03-31, LWM ADVISORS INC held 3,588.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $208,460.00. This investment constitutes 0.21% of their stock portfolio, and LWM ADVISORS INC now holds 0% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.
The initial trade took place in 2025Q1. And since then LWM ADVISORS INC has made 1 purchases of EMXC, at an average price of $56.10, for a total of 3,588.00 shares. Based on historical transaction data and EMXC's current price of $64.29, LWM ADVISORS INC's estimated gain on his EMXC holdings is $29,385.72, reflecting a 14.60% gain to date.
LWM ADVISORS INC EMXC ($64.29) Holding Chart
LWM ADVISORS INC EMXC ($64.29) 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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