Number of Shares
110,374.00
Current Holdings Value*
$5.96 Mil
% of Portfolio
6.24%
Total Estimate Gain
$901,390.99
% of Total Estimate Gain
15.17%

Capital A Wealth Management, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, Capital A Wealth Management, LLC held 110,374.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $5.96 Mil. This investment constitutes 6.24% of their stock portfolio, and Capital A Wealth Management, LLC now holds 0.01% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2024Q4. And since then Capital A Wealth Management, LLC has made 1 purchases of IEMG, at an average price of $53.84, for a total of 110,374.00 shares. Based on historical transaction data and IEMG's current price of $62.00, Capital A Wealth Management, LLC's estimated gain on his IEMG holdings is $901,390.99, reflecting a 15.17% gain to date.

Capital A Wealth Management, LLC IEMG ($62.00) Holding Chart

Capital A Wealth Management, LLC IEMG ($62.00) 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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