Triad Wealth Partners, LLC IEMG Holdings History
Triad Wealth Partners, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 181,271.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $10.88 Mil. This investment constitutes 2.2% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0.01% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2024Q2. And since then Triad Wealth Partners, LLC has made 5 purchases of IEMG, at an average price of $55.04, for a total of 181,271.00 shares. Based on historical transaction data and IEMG's current price of $61.70, Triad Wealth Partners, LLC's estimated gain on his IEMG holdings is $1.21 Mil, reflecting a 12.10% gain to date.
Triad Wealth Partners, LLC IEMG ($61.70) Holding Chart
Triad Wealth Partners, LLC IEMG ($61.70) 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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