Number of Shares
136,016.00
Current Holdings Value*
$7.34 Mil
% of Portfolio
2.24%
Total Estimate Gain
$950,557.76
% of Total Estimate Gain
11.84%

Atlantic Edge Private Wealth Management, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 136,016.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $7.34 Mil. This investment constitutes 2.24% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0.01% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2023Q4. And since then Atlantic Edge Private Wealth Management, LLC has made 4 purchases of IEMG, at an average price of $53.29, for a total of 150,621.00 shares. In addition, there have been 1 sales at an average price of $55.34 for 14,605.00 shares. Based on historical transaction data and IEMG's current price of $60.06, Atlantic Edge Private Wealth Management, LLC's estimated gain on his IEMG holdings is $950,557.76, reflecting a 11.84% gain to date.

Atlantic Edge Private Wealth Management, LLC IEMG ($60.06) Holding Chart

Atlantic Edge Private Wealth Management, LLC IEMG ($60.06) 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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