Number of Shares
125,410.00
Current Holdings Value*
$6.77 Mil
% of Portfolio
5.05%
Total Estimate Gain
$666,895.39
% of Total Estimate Gain
5.98%

Broadview Financial Management, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, Broadview Financial Management, LLC held 125,410.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $6.77 Mil. This investment constitutes 5.05% of their stock portfolio, and Broadview Financial Management, LLC now holds 0.01% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2018Q2. And since then Broadview Financial Management, LLC has made 15 purchases of IEMG, at an average price of $54.16, for a total of 205,826.00 shares. In addition, there have been 13 sales at an average price of $50.69 for 80,416.00 shares. Based on historical transaction data and IEMG's current price of $61.70, Broadview Financial Management, LLC's estimated gain on his IEMG holdings is $666,895.39, reflecting a 5.98% gain to date.

Broadview Financial Management, LLC IEMG ($61.70) Holding Chart

Broadview Financial Management, LLC IEMG ($61.70) 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 %

Top Ranked Articles

  • 1