Southern Wealth Management, LLP IEMG Holdings History
Southern Wealth Management, LLP's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2023-03-31, Southern Wealth Management, LLP held 350,856.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $17.12 Mil. This investment constitutes 6.65% of their stock portfolio, and Southern Wealth Management, LLP now holds 0.02% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2019Q4. And since then Southern Wealth Management, LLP has made 10 purchases of IEMG, at an average price of $50.92, for a total of 537,422.00 shares. In addition, there have been 3 sales at an average price of $60.39 for 186,566.00 shares. Based on historical transaction data and IEMG's current price of $61.05, Southern Wealth Management, LLP's estimated gain on his IEMG holdings is $5.32 Mil, reflecting a 19.45% gain to date.
Southern Wealth Management, LLP IEMG ($61.05) Holding Chart
Southern Wealth Management, LLP IEMG ($61.05) 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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