Cassaday & Co Wealth Management LLC EEM Holdings History
Cassaday & Co Wealth Management LLC's iShares MSCI Emerging Markets ETF Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 1.91 Mil shares of iShares MSCI Emerging Markets ETF(EEM), totaling $83.37 Mil. This investment constitutes 2.34% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 0.51% of the outstanding iShares MSCI Emerging Markets ETF(EEM) stock.
The initial trade took place in 2022Q4. And since then Cassaday & Co Wealth Management LLC has made 2 purchases of EEM, at an average price of $36.64, for a total of 2.54 Mil shares. In addition, there have been 7 sales at an average price of $42.21 for 630,321.00 shares. Based on historical transaction data and EEM's current price of $48.76, Cassaday & Co Wealth Management LLC's estimated gain on his EEM holdings is $26.63 Mil, reflecting a 28.64% gain to date.
Cassaday & Co Wealth Management LLC EEM ($48.76) Holding Chart
Cassaday & Co Wealth Management LLC EEM ($48.76) 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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