Octavia Wealth Advisors, LLC IEMG Holdings History
Octavia Wealth Advisors, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held 734,254.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $44.08 Mil. This investment constitutes 5.01% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 0.05% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2020Q4. And since then Octavia Wealth Advisors, LLC has made 7 purchases of IEMG, at an average price of $50.29, for a total of 742,594.00 shares. In addition, there have been 5 sales at an average price of $61.09 for 8,340.00 shares. Based on historical transaction data and IEMG's current price of $61.05, Octavia Wealth Advisors, LLC's estimated gain on his IEMG holdings is $7.99 Mil, reflecting a 21.39% gain to date.
Octavia Wealth Advisors, LLC IEMG ($61.05) Holding Chart
Octavia Wealth Advisors, 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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