Quotient Wealth Partners, LLC IEMG Holdings History
Number of Shares
1.83 Mil
Current Holdings Value*
$97.87 Mil
% of Portfolio
3.43%
Total Estimate Gain
$8.04 Mil
% of Total Estimate Gain
8.71%
Quotient Wealth Partners, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2024-06-30, Quotient Wealth Partners, LLC held 1.83 Mil shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $97.87 Mil. This investment constitutes 3.43% of their stock portfolio, and Quotient Wealth Partners, LLC now holds -% 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 2 purchases of IEMG, at an average price of $50.50, for a total of 1.83 Mil shares. Based on historical transaction data and IEMG's current price of $54.90, Quotient Wealth Partners, LLC's estimated gain on his IEMG holdings is $8.04 Mil, reflecting a 8.71% gain to date.
Quotient Wealth Partners, LLC IEMG ($54.90) Holding Chart
Quotient Wealth Partners, LLC IEMG ($54.90) 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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