Number of Shares
366,452.00
Current Holdings Value*
$22.00 Mil
% of Portfolio
2.87%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
3.22%

Marietta Wealth Management, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-06-30, Marietta Wealth Management, LLC held 366,452.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $22.00 Mil. This investment constitutes 2.87% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0.02% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2018Q2. And since then Marietta Wealth Management, LLC has made 17 purchases of IEMG, at an average price of $54.70, for a total of 574,794.00 shares. In addition, there have been 6 sales at an average price of $46.68 for 208,342.00 shares. Based on historical transaction data and IEMG's current price of $62.02, Marietta Wealth Management, LLC's estimated gain on his IEMG holdings is $1.01 Mil, reflecting a 3.22% gain to date.

Marietta Wealth Management, LLC IEMG ($62.02) Holding Chart

Marietta Wealth Management, LLC IEMG ($62.02) 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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