Shared Vision Wealth Group LLC IEMG Holdings History
Shared Vision Wealth Group LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 36,768.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $1.98 Mil. This investment constitutes 1.08% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2023Q4. And since then Shared Vision Wealth Group LLC has made 3 purchases of IEMG, at an average price of $50.86, for a total of 60,940.00 shares. In addition, there have been 2 sales at an average price of $52.21 for 24,172.00 shares. Based on historical transaction data and IEMG's current price of $61.35, Shared Vision Wealth Group LLC's estimated gain on his IEMG holdings is $418,203.49, reflecting a 13.49% gain to date.
Shared Vision Wealth Group LLC IEMG ($61.35) Holding Chart
Shared Vision Wealth Group LLC IEMG ($61.35) 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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