AdvicePeriod, LLC IEMG Holdings History

Number of Shares
622,272.00
Current Holdings Value*
$41.69 Mil
% of Portfolio
2.71%
Total Estimate Gain
$3.14 Mil
% of Total Estimate Gain
6.35%

AdvicePeriod, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2021-06-30, AdvicePeriod, LLC held 622,272.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $41.69 Mil. This investment constitutes 2.71% of their stock portfolio, and AdvicePeriod, LLC now holds 0.05% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2018Q2. And since then AdvicePeriod, LLC has made 11 purchases of IEMG, at an average price of $51.48, for a total of 961,559.00 shares. In addition, there have been 2 sales at an average price of $44.81 for 339,287.00 shares. Based on historical transaction data and IEMG's current price of $60.17, AdvicePeriod, LLC's estimated gain on his IEMG holdings is $3.14 Mil, reflecting a 6.35% gain to date.

AdvicePeriod, LLC IEMG ($60.17) Holding Chart

AdvicePeriod, LLC IEMG ($60.17) 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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