FORM Wealth Advisors, LLC IEMG Holdings History
Number of Shares
516,377.00
Current Holdings Value*
$27.87 Mil
% of Portfolio
3.79%
Total Estimate Gain
$3.27 Mil
% of Total Estimate Gain
11.78%
FORM Wealth Advisors, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, FORM Wealth Advisors, LLC held 516,377.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $27.87 Mil. This investment constitutes 3.79% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.03% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IEMG's current price of $60.17, FORM Wealth Advisors, LLC's estimated gain on his IEMG holdings is $3.27 Mil, reflecting a 11.78% gain to date.
FORM Wealth Advisors, LLC IEMG ($60.17) Holding Chart
FORM Wealth Advisors, LLC IEMG ($60.17) 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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