Number of Shares
10,229.00
Current Holdings Value*
$846,250.00
% of Portfolio
0.77%
Total Estimate Gain
$101,267.10
% of Total Estimate Gain
13.00%

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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