Robertson Stephens Wealth Management, LLC IEMG Holdings History
Robertson Stephens Wealth Management, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 1.32 Mil shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $71.31 Mil. This investment constitutes 2.45% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.09% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2018Q4. And since then Robertson Stephens Wealth Management, LLC has made 17 purchases of IEMG, at an average price of $52.02, for a total of 1.69 Mil shares. In addition, there have been 8 sales at an average price of $53.71 for 366,033.00 shares. Based on historical transaction data and IEMG's current price of $61.38, Robertson Stephens Wealth Management, LLC's estimated gain on his IEMG holdings is $12.98 Mil, reflecting a 14.79% gain to date.
Robertson Stephens Wealth Management, LLC IEMG ($61.38) Holding Chart
Robertson Stephens Wealth Management, LLC IEMG ($61.38) 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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