Venturi Wealth Management, LLC IEMG Holdings History
Venturi Wealth Management, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-06-30, Venturi Wealth Management, LLC held 1.34 Mil shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $80.68 Mil. This investment constitutes 3.99% of their stock portfolio, and Venturi Wealth Management, LLC now holds 0.08% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2018Q2. And since then Venturi Wealth Management, LLC has made 14 purchases of IEMG, at an average price of $52.46, for a total of 4.50 Mil shares. In addition, there have been 12 sales at an average price of $55.10 for 3.15 Mil shares. Based on historical transaction data and IEMG's current price of $61.70, Venturi Wealth Management, LLC's estimated gain on his IEMG holdings is $20.72 Mil, reflecting a 8.78% gain to date.
Venturi Wealth Management, LLC IEMG ($61.70) Holding Chart
Venturi Wealth Management, 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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