Number of Shares
43,168.00
Current Holdings Value*
$2.33 Mil
% of Portfolio
1.25%
Total Estimate Gain
$284,110.93
% of Total Estimate Gain
12.08%

ONE WEALTH CAPITAL MANAGEMENT, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 43,168.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $2.33 Mil. This investment constitutes 1.25% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2024Q4. And since then ONE WEALTH CAPITAL MANAGEMENT, LLC has made 1 purchases of IEMG, at an average price of $54.47, for a total of 43,168.00 shares. Based on historical transaction data and IEMG's current price of $61.05, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his IEMG holdings is $284,110.93, reflecting a 12.08% gain to date.

ONE WEALTH CAPITAL MANAGEMENT, LLC IEMG ($61.05) Holding Chart

ONE WEALTH CAPITAL 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 %

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