LWS Wealth Advisors, Inc. IEMG Holdings History
LWS Wealth Advisors, Inc.'s iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 279,117.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $14.12 Mil. This investment constitutes 5.3% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 0.02% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2019Q4. And since then LWS Wealth Advisors, Inc. has made 13 purchases of IEMG, at an average price of $52.14, for a total of 336,942.00 shares. In addition, there have been 3 sales at an average price of $50.15 for 57,825.00 shares. Based on historical transaction data and IEMG's current price of $61.05, LWS Wealth Advisors, Inc.'s estimated gain on his IEMG holdings is $2.37 Mil, reflecting a 13.50% gain to date.
LWS Wealth Advisors, Inc. IEMG ($61.05) Holding Chart
LWS Wealth Advisors, Inc. IEMG ($61.05) 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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