Number of Shares
1.23 Mil
Current Holdings Value*
$53.58 Mil
% of Portfolio
3.03%
Total Estimate Gain
$13.76 Mil
% of Total Estimate Gain
11.22%

HALBERT HARGROVE GLOBAL ADVISORS, LLC's iShares MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 1.23 Mil shares of iShares MSCI Emerging Markets ETF(EEM), totaling $53.58 Mil. This investment constitutes 3.03% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 0.33% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.

The initial trade took place in 2014Q1. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 12 purchases of EEM, at an average price of $40.43, for a total of 3.03 Mil shares. In addition, there have been 22 sales at an average price of $42.42 for 1.81 Mil shares. Based on historical transaction data and EEM's current price of $48.72, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his EEM holdings is $13.76 Mil, reflecting a 11.22% gain to date.

HALBERT HARGROVE GLOBAL ADVISORS, LLC EEM ($48.72) Holding Chart

HALBERT HARGROVE GLOBAL ADVISORS, LLC EEM ($48.72) 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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