Number of Shares
145,419.00
Current Holdings Value*
$7.59 Mil
% of Portfolio
7.71%
Total Estimate Gain
$896,508.13
% of Total Estimate Gain
11.14%

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

As of 2024-12-31, North Berkeley Wealth Management, LLC held 145,419.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $7.59 Mil. This investment constitutes 7.71% of their stock portfolio, and North Berkeley Wealth Management, LLC now holds 0.01% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and IEMG's current price of $61.51, North Berkeley Wealth Management, LLC's estimated gain on his IEMG holdings is $896,508.13, reflecting a 11.14% gain to date.

North Berkeley Wealth Management, LLC IEMG ($61.51) Holding Chart

North Berkeley Wealth Management, LLC IEMG ($61.51) 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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