Number of Shares
225,610.00
Current Holdings Value*
$9.86 Mil
% of Portfolio
3.59%
Total Estimate Gain
$1.12 Mil
% of Total Estimate Gain
5.75%

WealthBridge Investment Counsel Inc.'s iShares MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, WealthBridge Investment Counsel Inc. held 225,610.00 shares of iShares MSCI Emerging Markets ETF(EEM), totaling $9.86 Mil. This investment constitutes 3.59% of their stock portfolio, and WealthBridge Investment Counsel Inc. now holds 0.06% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.

The initial trade took place in 2019Q4. And since then WealthBridge Investment Counsel Inc. has made 7 purchases of EEM, at an average price of $42.87, for a total of 456,255.00 shares. In addition, there have been 14 sales at an average price of $42.46 for 230,645.00 shares. Based on historical transaction data and EEM's current price of $48.28, WealthBridge Investment Counsel Inc.'s estimated gain on his EEM holdings is $1.12 Mil, reflecting a 5.75% gain to date.

WealthBridge Investment Counsel Inc. EEM ($48.28) Holding Chart

WealthBridge Investment Counsel Inc. EEM ($48.28) 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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