Cadence Wealth Management LLC EEM Holdings History
Cadence Wealth Management LLC's iShares MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Cadence Wealth Management LLC held 26,872.00 shares of iShares MSCI Emerging Markets ETF(EEM), totaling $1.17 Mil. This investment constitutes 0.87% of their stock portfolio, and Cadence Wealth Management LLC now holds 0.01% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.
The initial trade took place in 2021Q1. And since then Cadence Wealth Management LLC has made 8 purchases of EEM, at an average price of $52.40, for a total of 305,213.00 shares. In addition, there have been 8 sales at an average price of $49.42 for 278,341.00 shares. Based on historical transaction data and EEM's current price of $49.08, Cadence Wealth Management LLC's estimated gain on his EEM holdings is $-917,168.35, reflecting a -5.73% gain to date.
Cadence Wealth Management LLC EEM ($49.08) Holding Chart
Cadence Wealth Management LLC EEM ($49.08) 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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