Quotient Wealth Partners, LLC IEMG Holdings History
Number of Shares
1.94 Mil
Current Holdings Value*
$104.96 Mil
% of Portfolio
3.35%
Total Estimate Gain
$19.13 Mil
% of Total Estimate Gain
19.38%
Quotient Wealth Partners, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Quotient Wealth Partners, LLC held 1.94 Mil shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $104.96 Mil. This investment constitutes 3.35% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 0.13% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2023Q4. And since then Quotient Wealth Partners, LLC has made 5 purchases of IEMG, at an average price of $50.75, for a total of 1.94 Mil shares. Based on historical transaction data and IEMG's current price of $60.59, Quotient Wealth Partners, LLC's estimated gain on his IEMG holdings is $19.13 Mil, reflecting a 19.38% gain to date.
Quotient Wealth Partners, LLC IEMG ($60.59) Holding Chart
Quotient Wealth Partners, LLC 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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