Peninsula Wealth, LLC EMXC Holdings History
Peninsula Wealth, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary
As of 2024-12-31, Peninsula Wealth, LLC held 190,646.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $10.57 Mil. This investment constitutes 1.8% of their stock portfolio, and Peninsula Wealth, LLC now holds 0.07% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.
The initial trade took place in 2023Q4. And since then Peninsula Wealth, LLC has made 4 purchases of EMXC, at an average price of $56.36, for a total of 252,510.00 shares. In addition, there have been 1 sales at an average price of $58.68 for 61,864.00 shares. Based on historical transaction data and EMXC's current price of $63.36, Peninsula Wealth, LLC's estimated gain on his EMXC holdings is $1.48 Mil, reflecting a 10.39% gain to date.
Peninsula Wealth, LLC EMXC ($63.36) Holding Chart
Peninsula Wealth, LLC EMXC ($63.36) 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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