Number of Shares
75,808.00
Current Holdings Value*
$3.95 Mil
% of Portfolio
2.34%
Total Estimate Gain
$-2.08 Mil
% of Total Estimate Gain
-9.21%

Symphony Financial, Ltd. Co.'s iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2025-03-31, Symphony Financial, Ltd. Co. held 75,808.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $3.95 Mil. This investment constitutes 2.34% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2020Q4. And since then Symphony Financial, Ltd. Co. has made 12 purchases of IEMG, at an average price of $59.24, for a total of 381,298.00 shares. In addition, there have been 6 sales at an average price of $52.09 for 305,490.00 shares. Based on historical transaction data and IEMG's current price of $60.59, Symphony Financial, Ltd. Co.'s estimated gain on his IEMG holdings is $-2.08 Mil, reflecting a -9.21% gain to date.

Symphony Financial, Ltd. Co. IEMG ($60.59) Holding Chart

Symphony Financial, Ltd. Co. IEMG ($60.59) 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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