Number of Shares
250,888.00
Current Holdings Value*
$12.10 Mil
% of Portfolio
4.1%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
16.56%

COLTON GROOME FINANCIAL ADVISORS, LLC's iShares MSCI Emerging Markets ETF Holding Summary

As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held 250,888.00 shares of iShares MSCI Emerging Markets ETF(EEM), totaling $12.10 Mil. This investment constitutes 4.1% of their stock portfolio, and COLTON GROOME FINANCIAL ADVISORS, LLC now holds 0.07% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.

The initial trade took place in 2020Q1. And since then COLTON GROOME FINANCIAL ADVISORS, LLC has made 16 purchases of EEM, at an average price of $41.10, for a total of 303,847.00 shares. In addition, there have been 4 sales at an average price of $38.91 for 52,959.00 shares. Based on historical transaction data and EEM's current price of $49.81, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his EEM holdings is $2.07 Mil, reflecting a 16.56% gain to date.

COLTON GROOME FINANCIAL ADVISORS, LLC EEM ($49.81) Holding Chart

COLTON GROOME FINANCIAL ADVISORS, LLC EEM ($49.81) 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