Number of Shares
18,596.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
0.22%
Total Estimate Gain
$1.06 Mil
% of Total Estimate Gain
15.25%

Marshall Financial Group, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2025-03-31, Marshall Financial Group, LLC held 18,596.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $1.02 Mil. This investment constitutes 0.22% of their stock portfolio, and Marshall Financial Group, LLC now holds 0.01% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2022Q4. And since then Marshall Financial Group, LLC has made 7 purchases of EMXC, at an average price of $49.51, for a total of 140,098.00 shares. In addition, there have been 3 sales at an average price of $56.09 for 121,502.00 shares. Based on historical transaction data and EMXC's current price of $63.41, Marshall Financial Group, LLC's estimated gain on his EMXC holdings is $1.06 Mil, reflecting a 15.25% gain to date.

Marshall Financial Group, LLC EMXC ($63.41) Holding Chart

Marshall Financial Group, LLC EMXC ($63.41) 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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