Wellspring Financial Advisors, LLC IEMG Holdings History
Wellspring Financial Advisors, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 663,383.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $23.39 Mil. This investment constitutes 2.6% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 0.04% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2022Q2. And since then Wellspring Financial Advisors, LLC has made 10 purchases of IEMG, at an average price of $52.56, for a total of 782,001.00 shares. In addition, there have been 1 sales at an average price of $53.83 for 118,618.00 shares. Based on historical transaction data and IEMG's current price of $61.38, Wellspring Financial Advisors, LLC's estimated gain on his IEMG holdings is $6.00 Mil, reflecting a 14.61% gain to date.
Wellspring Financial Advisors, LLC IEMG ($61.38) Holding Chart
Wellspring Financial Advisors, LLC 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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