DEFINED WEALTH MANAGEMENT, LLC IEMG Holdings History
DEFINED WEALTH MANAGEMENT, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 85,230.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $5.12 Mil. This investment constitutes 3.16% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2020Q4. And since then DEFINED WEALTH MANAGEMENT, LLC has made 10 purchases of IEMG, at an average price of $54.31, for a total of 119,606.00 shares. In addition, there have been 8 sales at an average price of $57.73 for 34,376.00 shares. Based on historical transaction data and IEMG's current price of $61.05, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his IEMG holdings is $691,690.00, reflecting a 10.65% gain to date.
DEFINED WEALTH MANAGEMENT, LLC IEMG ($61.05) Holding Chart
DEFINED WEALTH MANAGEMENT, LLC IEMG ($61.05) 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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