ELEVATE WEALTH ADVISORY, INC IEMG Holdings History
ELEVATE WEALTH ADVISORY, INC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 93,561.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $5.05 Mil. This investment constitutes 3.58% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0.01% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 5 purchases of IEMG, at an average price of $49.42, for a total of 93,561.00 shares. Based on historical transaction data and IEMG's current price of $61.05, ELEVATE WEALTH ADVISORY, INC's estimated gain on his IEMG holdings is $1.09 Mil, reflecting a 23.54% gain to date.
ELEVATE WEALTH ADVISORY, INC IEMG ($61.05) Holding Chart
ELEVATE WEALTH ADVISORY, INC 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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