BerganKDV Wealth Management, LLC IEMG Holdings History
BerganKDV Wealth Management, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2023-06-30, BerganKDV Wealth Management, LLC held 545,390.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $26.88 Mil. This investment constitutes 2.69% of their stock portfolio, and BerganKDV Wealth Management, LLC now holds 0.04% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2018Q2. And since then BerganKDV Wealth Management, LLC has made 12 purchases of IEMG, at an average price of $49.77, for a total of 605,161.00 shares. In addition, there have been 7 sales at an average price of $49.13 for 59,771.00 shares. Based on historical transaction data and IEMG's current price of $62.03, BerganKDV Wealth Management, LLC's estimated gain on his IEMG holdings is $6.65 Mil, reflecting a 22.08% gain to date.
BerganKDV Wealth Management, LLC IEMG ($62.03) Holding Chart
BerganKDV Wealth Management, LLC 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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