COLTON GROOME FINANCIAL ADVISORS, LLC EEM Holdings History
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 % |
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