Number of Shares
632,329.00
Current Holdings Value*
$34.13 Mil
% of Portfolio
2.93%
Total Estimate Gain
$7.80 Mil
% of Total Estimate Gain
7.67%

Litman Gregory Wealth Management LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, Litman Gregory Wealth Management LLC held 632,329.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $34.13 Mil. This investment constitutes 2.93% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.04% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2018Q2. And since then Litman Gregory Wealth Management LLC has made 17 purchases of IEMG, at an average price of $51.54, for a total of 1.97 Mil shares. In addition, there have been 11 sales at an average price of $52.88 for 1.34 Mil shares. Based on historical transaction data and IEMG's current price of $61.05, Litman Gregory Wealth Management LLC's estimated gain on his IEMG holdings is $7.80 Mil, reflecting a 7.67% gain to date.

Litman Gregory Wealth Management LLC IEMG ($61.05) Holding Chart

Litman Gregory Wealth Management LLC 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 %

Top Ranked Articles

  • 1