Number of Shares
121,012.00
Current Holdings Value*
$6.32 Mil
% of Portfolio
1.08%
Total Estimate Gain
$1.44 Mil
% of Total Estimate Gain
13.88%

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

As of 2024-12-31, Peninsula Wealth, LLC held 121,012.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $6.32 Mil. This investment constitutes 1.08% of their stock portfolio, and Peninsula Wealth, LLC now holds 0.01% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2020Q1. And since then Peninsula Wealth, LLC has made 12 purchases of IEMG, at an average price of $50.64, for a total of 204,448.00 shares. In addition, there have been 8 sales at an average price of $53.09 for 83,436.00 shares. Based on historical transaction data and IEMG's current price of $60.83, Peninsula Wealth, LLC's estimated gain on his IEMG holdings is $1.44 Mil, reflecting a 13.88% gain to date.

Peninsula Wealth, LLC IEMG ($60.83) Holding Chart

Peninsula Wealth, LLC IEMG ($60.83) 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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