Endowment Wealth Management, Inc. IEMG Holdings History
Endowment Wealth Management, Inc.'s iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Endowment Wealth Management, Inc. held 59,577.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $3.22 Mil. This investment constitutes 2.07% of their stock portfolio, and Endowment Wealth Management, Inc. now holds 0% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2021Q4. And since then Endowment Wealth Management, Inc. has made 9 purchases of IEMG, at an average price of $55.48, for a total of 81,159.00 shares. In addition, there have been 4 sales at an average price of $53.40 for 21,582.00 shares. Based on historical transaction data and IEMG's current price of $61.05, Endowment Wealth Management, Inc.'s estimated gain on his IEMG holdings is $287,312.93, reflecting a 6.38% gain to date.
Endowment Wealth Management, Inc. IEMG ($61.05) Holding Chart
Endowment Wealth Management, 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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