SWM Advisors EMXC Holdings History

Number of Shares
101,571.00
Current Holdings Value*
$4.50 Mil
% of Portfolio
4.24%
Total Estimate Gain
$491,027.57
% of Total Estimate Gain
8.15%

SWM Advisors's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2022-09-30, SWM Advisors held 101,571.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $4.50 Mil. This investment constitutes 4.24% of their stock portfolio, and SWM Advisors now holds 0.22% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2022Q1. And since then SWM Advisors has made 2 purchases of EMXC, at an average price of $59.27, for a total of 101,657.00 shares. In addition, there have been 1 sales at an average price of $48.64 for 86.00 shares. Based on historical transaction data and EMXC's current price of $64.11, SWM Advisors's estimated gain on his EMXC holdings is $491,027.57, reflecting a 8.15% gain to date.

SWM Advisors EMXC ($64.11) Holding Chart

SWM Advisors EMXC ($64.11) 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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