Triad Wealth Partners, LLC EMXC Holdings History
Triad Wealth Partners, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 7,085.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $447,360.00. This investment constitutes 0.09% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.
The initial trade took place in 2024Q3. And since then Triad Wealth Partners, LLC has made 2 purchases of EMXC, at an average price of $59.27, for a total of 79,478.00 shares. In addition, there have been 2 sales at an average price of $57.86 for 72,393.00 shares. Based on historical transaction data and EMXC's current price of $63.95, Triad Wealth Partners, LLC's estimated gain on his EMXC holdings is $-68,649.43, reflecting a -1.46% gain to date.
Triad Wealth Partners, LLC EMXC ($63.95) Holding Chart
Triad Wealth Partners, LLC EMXC ($63.95) 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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