Phillips Wealth Planners LLC EEMA Holdings History
Phillips Wealth Planners LLC's iShares MSCI Emerging Markets Asia Index Fund Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 10,229.00 shares of iShares MSCI Emerging Markets Asia Index Fund(EEMA), totaling $846,250.00. This investment constitutes 0.77% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0.06% of the outstanding iShares MSCI Emerging Markets Asia Index Fund(EEMA) stock.
The initial trade took place in 2025Q2. And since then Phillips Wealth Planners LLC has made 1 purchases of EEMA, at an average price of $76.17, for a total of 10,229.00 shares. Based on historical transaction data and EEMA's current price of $86.07, Phillips Wealth Planners LLC's estimated gain on his EEMA holdings is $101,267.10, reflecting a 13.00% gain to date.
Phillips Wealth Planners LLC EEMA ($86.07) Holding Chart
Phillips Wealth Planners LLC EEMA ($86.07) 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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