Number of Shares
9,669.00
Current Holdings Value*
$537,690.00
% of Portfolio
0.71%
Total Estimate Gain
$165,248.32
% of Total Estimate Gain
8.12%

Valued Retirements, Inc.'s iShares MSCI Emerging Markets Small-Cap ETF Holding Summary

As of 2025-03-31, Valued Retirements, Inc. held 9,669.00 shares of iShares MSCI Emerging Markets Small-Cap ETF(EEMS), totaling $537,690.00. This investment constitutes 0.71% of their stock portfolio, and Valued Retirements, Inc. now holds 0.16% of the outstanding iShares MSCI Emerging Markets Small-Cap ETF(EEMS) stock.

The initial trade took place in 2023Q4. And since then Valued Retirements, Inc. has made 1 purchases of EEMS, at an average price of $55.34, for a total of 36,763.00 shares. In addition, there have been 3 sales at an average price of $57.70 for 27,094.00 shares. Based on historical transaction data and EEMS's current price of $65.83, Valued Retirements, Inc.'s estimated gain on his EEMS holdings is $165,248.32, reflecting a 8.12% gain to date.

Valued Retirements, Inc. EEMS ($65.83) Holding Chart

Valued Retirements, Inc. EEMS ($65.83) 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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