Topel & Distasi Wealth Management, LLC EEM Holdings History
Topel & Distasi Wealth Management, LLC's iShares MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Topel & Distasi Wealth Management, LLC held 6,312.00 shares of iShares MSCI Emerging Markets ETF(EEM), totaling $275,830.00. This investment constitutes 0.13% of their stock portfolio, and Topel & Distasi Wealth Management, LLC now holds 0% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.
The initial trade took place in 2021Q4. And since then Topel & Distasi Wealth Management, LLC has made 7 purchases of EEM, at an average price of $43.27, for a total of 41,999.00 shares. In addition, there have been 5 sales at an average price of $42.33 for 35,687.00 shares. Based on historical transaction data and EEM's current price of $49.66, Topel & Distasi Wealth Management, LLC's estimated gain on his EEM holdings is $6,594.04, reflecting a 0.36% gain to date.
Topel & Distasi Wealth Management, LLC EEM ($49.66) Holding Chart
Topel & Distasi Wealth Management, LLC EEM ($49.66) 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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