Number of Shares
69,185.00
Current Holdings Value*
$3.73 Mil
% of Portfolio
1.18%
Total Estimate Gain
$529,901.68
% of Total Estimate Gain
4.54%

Bay Harbor Wealth Management, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, Bay Harbor Wealth Management, LLC held 69,185.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $3.73 Mil. This investment constitutes 1.18% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2018Q4. And since then Bay Harbor Wealth Management, LLC has made 11 purchases of IEMG, at an average price of $50.47, for a total of 231,278.00 shares. In addition, there have been 14 sales at an average price of $49.41 for 162,093.00 shares. Based on historical transaction data and IEMG's current price of $60.59, Bay Harbor Wealth Management, LLC's estimated gain on his IEMG holdings is $529,901.68, reflecting a 4.54% gain to date.

Bay Harbor Wealth Management, LLC IEMG ($60.59) Holding Chart

Bay Harbor Wealth Management, LLC IEMG ($60.59) 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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