Capital Planning Advisors, LLC IEMG Holdings History
Capital Planning Advisors, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held 405,166.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $21.87 Mil. This investment constitutes 3.38% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0.03% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2024Q3. And since then Capital Planning Advisors, LLC has made 2 purchases of IEMG, at an average price of $54.09, for a total of 420,848.00 shares. In addition, there have been 1 sales at an average price of $55.34 for 15,682.00 shares. Based on historical transaction data and IEMG's current price of $61.38, Capital Planning Advisors, LLC's estimated gain on his IEMG holdings is $2.97 Mil, reflecting a 13.06% gain to date.
Capital Planning Advisors, LLC IEMG ($61.38) Holding Chart
Capital Planning 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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