Invera Wealth Advisors, LLC IEMG Holdings History
Invera Wealth Advisors, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Invera Wealth Advisors, LLC held 77,977.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $4.21 Mil. This investment constitutes 4.95% of their stock portfolio, and Invera Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2023Q4. And since then Invera Wealth Advisors, LLC has made 2 purchases of IEMG, at an average price of $49.00, for a total of 82,619.00 shares. In addition, there have been 3 sales at an average price of $54.00 for 4,642.00 shares. Based on historical transaction data and IEMG's current price of $61.70, Invera Wealth Advisors, LLC's estimated gain on his IEMG holdings is $1.01 Mil, reflecting a 25.03% gain to date.
Invera Wealth Advisors, LLC IEMG ($61.70) Holding Chart
Invera Wealth Advisors, LLC IEMG ($61.70) 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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