Number of Shares
220,321.00
Current Holdings Value*
$11.89 Mil
% of Portfolio
2.15%
Total Estimate Gain
$2.22 Mil
% of Total Estimate Gain
13.33%

Schneider Downs Wealth Management Advisors, LP's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, Schneider Downs Wealth Management Advisors, LP held 220,321.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $11.89 Mil. This investment constitutes 2.15% of their stock portfolio, and Schneider Downs Wealth Management Advisors, LP now holds 0.01% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2018Q2. And since then Schneider Downs Wealth Management Advisors, LP has made 15 purchases of IEMG, at an average price of $51.33, for a total of 324,713.00 shares. In addition, there have been 10 sales at an average price of $52.55 for 104,392.00 shares. Based on historical transaction data and IEMG's current price of $60.83, Schneider Downs Wealth Management Advisors, LP's estimated gain on his IEMG holdings is $2.22 Mil, reflecting a 13.33% gain to date.

Schneider Downs Wealth Management Advisors, LP IEMG ($60.83) Holding Chart

Schneider Downs Wealth Management Advisors, LP 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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