Beacon Harbor Wealth Advisors, Inc. IEMG Holdings History
Beacon Harbor Wealth Advisors, Inc.'s iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Beacon Harbor Wealth Advisors, Inc. held 199,162.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $10.75 Mil. This investment constitutes 2.5% of their stock portfolio, and Beacon Harbor Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2020Q1. And since then Beacon Harbor Wealth Advisors, Inc. has made 10 purchases of IEMG, at an average price of $51.11, for a total of 674,916.00 shares. In addition, there have been 7 sales at an average price of $51.19 for 475,754.00 shares. Based on historical transaction data and IEMG's current price of $62.03, Beacon Harbor Wealth Advisors, Inc.'s estimated gain on his IEMG holdings is $2.21 Mil, reflecting a 6.42% gain to date.
Beacon Harbor Wealth Advisors, Inc. IEMG ($62.03) Holding Chart
Beacon Harbor Wealth Advisors, Inc. IEMG ($62.03) 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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