Independence Wealth Advisors, Inc. IEMG Holdings History
Independence Wealth Advisors, Inc.'s iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2020-12-31, Independence Wealth Advisors, Inc. held 25,700.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $1.59 Mil. This investment constitutes 3.57% of their stock portfolio, and Independence Wealth Advisors, Inc. now holds 0% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2018Q2. And since then Independence Wealth Advisors, Inc. has made 6 purchases of IEMG, at an average price of $54.16, for a total of 215,743.00 shares. In addition, there have been 4 sales at an average price of $45.27 for 190,043.00 shares. Based on historical transaction data and IEMG's current price of $62.03, Independence Wealth Advisors, Inc.'s estimated gain on his IEMG holdings is $-1.49 Mil, reflecting a -12.72% gain to date.
Independence Wealth Advisors, Inc. IEMG ($62.03) Holding Chart
Independence Wealth Advisors, Inc. 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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