Number of Shares
215,987.00
Current Holdings Value*
$11.66 Mil
% of Portfolio
3.18%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
12.52%

Smith & Howard Wealth Management, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, Smith & Howard Wealth Management, LLC held 215,987.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $11.66 Mil. This investment constitutes 3.18% of their stock portfolio, and Smith & Howard Wealth Management, LLC 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 Smith & Howard Wealth Management, LLC has made 17 purchases of IEMG, at an average price of $51.90, for a total of 262,992.00 shares. In addition, there have been 11 sales at an average price of $50.85 for 47,005.00 shares. Based on historical transaction data and IEMG's current price of $60.04, Smith & Howard Wealth Management, LLC's estimated gain on his IEMG holdings is $1.71 Mil, reflecting a 12.52% gain to date.

Smith & Howard Wealth Management, LLC IEMG ($60.04) Holding Chart

Smith & Howard Wealth Management, LLC IEMG ($60.04) 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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