Number of Shares
59,577.00
Current Holdings Value*
$3.22 Mil
% of Portfolio
2.07%
Total Estimate Gain
$287,312.93
% of Total Estimate Gain
6.38%

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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