Number of Shares
262,593.00
Current Holdings Value*
$11.48 Mil
% of Portfolio
6.94%
Total Estimate Gain
$2.32 Mil
% of Total Estimate Gain
18.14%

RETIREMENT FINANCIAL SOLUTIONS, LLC's iShares MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, RETIREMENT FINANCIAL SOLUTIONS, LLC held 262,593.00 shares of iShares MSCI Emerging Markets ETF(EEM), totaling $11.48 Mil. This investment constitutes 6.94% of their stock portfolio, and RETIREMENT FINANCIAL SOLUTIONS, LLC now holds 0.07% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.

The initial trade took place in 2023Q1. And since then RETIREMENT FINANCIAL SOLUTIONS, LLC has made 7 purchases of EEM, at an average price of $40.37, for a total of 316,281.00 shares. In addition, there have been 2 sales at an average price of $42.45 for 53,688.00 shares. Based on historical transaction data and EEM's current price of $48.76, RETIREMENT FINANCIAL SOLUTIONS, LLC's estimated gain on his EEM holdings is $2.32 Mil, reflecting a 18.14% gain to date.

RETIREMENT FINANCIAL SOLUTIONS, LLC EEM ($48.76) Holding Chart

RETIREMENT FINANCIAL SOLUTIONS, LLC EEM ($48.76) 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 %

Top Ranked Articles

  • 1