Number of Shares
54,410.00
Current Holdings Value*
$2.94 Mil
% of Portfolio
0.37%
Total Estimate Gain
$366,098.75
% of Total Estimate Gain
3.87%

ATLAS CAPITAL ADVISORS INC.'s iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, ATLAS CAPITAL ADVISORS INC. held 54,410.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $2.94 Mil. This investment constitutes 0.37% of their stock portfolio, and ATLAS CAPITAL ADVISORS INC. now holds 0% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2018Q2. And since then ATLAS CAPITAL ADVISORS INC. has made 16 purchases of IEMG, at an average price of $52.37, for a total of 180,442.00 shares. In addition, there have been 11 sales at an average price of $52.18 for 126,032.00 shares. Based on historical transaction data and IEMG's current price of $59.55, ATLAS CAPITAL ADVISORS INC.'s estimated gain on his IEMG holdings is $366,098.75, reflecting a 3.87% gain to date.

ATLAS CAPITAL ADVISORS INC. IEMG ($59.55) Holding Chart

ATLAS CAPITAL ADVISORS INC. IEMG ($59.55) 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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