Cascade Financial Partners, LLC IEMG Holdings History
Cascade Financial Partners, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 272,165.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $14.69 Mil. This investment constitutes 1.85% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0.02% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.
The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 2 purchases of IEMG, at an average price of $50.25, for a total of 283,440.00 shares. In addition, there have been 2 sales at an average price of $53.13 for 11,275.00 shares. Based on historical transaction data and IEMG's current price of $62.03, Cascade Financial Partners, LLC's estimated gain on his IEMG holdings is $3.24 Mil, reflecting a 22.74% gain to date.
Cascade Financial Partners, LLC IEMG ($62.03) Holding Chart
Cascade Financial Partners, LLC IEMG ($62.03) 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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