Number of Shares
263,554.00
Current Holdings Value*
$14.22 Mil
% of Portfolio
1.17%
Total Estimate Gain
$2.99 Mil
% of Total Estimate Gain
13.01%

Icon Wealth Advisors, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, Icon Wealth Advisors, LLC held 263,554.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $14.22 Mil. This investment constitutes 1.17% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 4 purchases of IEMG, at an average price of $51.19, for a total of 449,490.00 shares. In addition, there have been 2 sales at an average price of $51.92 for 185,936.00 shares. Based on historical transaction data and IEMG's current price of $62.03, Icon Wealth Advisors, LLC's estimated gain on his IEMG holdings is $2.99 Mil, reflecting a 13.01% gain to date.

Icon Wealth Advisors, LLC IEMG ($62.03) Holding Chart

Icon Wealth Advisors, LLC IEMG ($62.03) 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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