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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