Strategic Financial Planning, Inc. IEMG Holdings History
Strategic Financial Planning, Inc.'s iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 33,926.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $1.83 Mil. This investment constitutes 1.26% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2021Q4. And since then Strategic Financial Planning, Inc. has made 5 purchases of IEMG, at an average price of $51.20, for a total of 52,908.00 shares. In addition, there have been 9 sales at an average price of $51.55 for 18,982.00 shares. Based on historical transaction data and IEMG's current price of $61.38, Strategic Financial Planning, Inc.'s estimated gain on his IEMG holdings is $352,216.70, reflecting a 13.00% gain to date.
Strategic Financial Planning, Inc. IEMG ($61.38) Holding Chart
Strategic Financial Planning, Inc. 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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