Ridgeline Wealth Planning, LLC EMXC Holdings History
Number of Shares
37,016.00
Current Holdings Value*
$2.04 Mil
% of Portfolio
2%
Total Estimate Gain
$181,854.86
% of Total Estimate Gain
8.04%
Ridgeline Wealth Planning, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held 37,016.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $2.04 Mil. This investment constitutes 2% of their stock portfolio, and Ridgeline Wealth Planning, LLC now holds 0.01% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $56.10 for 1,537.00 shares. Based on historical transaction data and EMXC's current price of $63.70, Ridgeline Wealth Planning, LLC's estimated gain on his EMXC holdings is $181,854.86, reflecting a 8.04% gain to date.
Ridgeline Wealth Planning, LLC EMXC ($63.70) Holding Chart
Ridgeline Wealth Planning, LLC EMXC ($63.70) 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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