Fairhaven Wealth Management, LLC IEMG Holdings History
Fairhaven Wealth Management, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2024-12-31, Fairhaven Wealth Management, LLC held 235,639.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $12.31 Mil. This investment constitutes 3.85% of their stock portfolio, and Fairhaven Wealth Management, LLC now holds 0.02% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2018Q4. And since then Fairhaven Wealth Management, LLC has made 20 purchases of IEMG, at an average price of $49.60, for a total of 238,801.00 shares. In addition, there have been 3 sales at an average price of $65.50 for 3,162.00 shares. Based on historical transaction data and IEMG's current price of $61.38, Fairhaven Wealth Management, LLC's estimated gain on his IEMG holdings is $2.83 Mil, reflecting a 23.86% gain to date.
Fairhaven Wealth Management, LLC IEMG ($61.38) Holding Chart
Fairhaven Wealth Management, LLC IEMG ($61.38) 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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