Wescott Financial Advisory Group, LLC IEMG Holdings History
Wescott Financial Advisory Group, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 651,513.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $35.16 Mil. This investment constitutes 3.65% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 0.04% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2020Q4. And since then Wescott Financial Advisory Group, LLC has made 13 purchases of IEMG, at an average price of $50.73, for a total of 662,738.00 shares. In addition, there have been 4 sales at an average price of $49.13 for 11,225.00 shares. Based on historical transaction data and IEMG's current price of $60.06, Wescott Financial Advisory Group, LLC's estimated gain on his IEMG holdings is $6.06 Mil, reflecting a 18.02% gain to date.
Wescott Financial Advisory Group, LLC IEMG ($60.06) Holding Chart
Wescott Financial Advisory Group, LLC IEMG ($60.06) 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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