Shared Vision Wealth Group LLC EMXC Holdings History
Shared Vision Wealth Group LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 35,702.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $1.97 Mil. This investment constitutes 1.07% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0.01% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.
The initial trade took place in 2023Q4. And since then Shared Vision Wealth Group LLC has made 4 purchases of EMXC, at an average price of $56.29, for a total of 46,708.00 shares. In addition, there have been 1 sales at an average price of $56.10 for 11,006.00 shares. Based on historical transaction data and EMXC's current price of $64.11, Shared Vision Wealth Group LLC's estimated gain on his EMXC holdings is $277,273.15, reflecting a 10.55% gain to date.
Shared Vision Wealth Group LLC EMXC ($64.11) Holding Chart
Shared Vision Wealth Group LLC 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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