Cascadia Advisory Services’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$8.73M Buy
198,022
+37,919
+24% +$1.66M 2.45% 5
2020
Q2
$6.4M Buy
+160,103
New +$5.99M 1.96% 11
2019
Q4
$7.07M Buy
+157,627
New +$6.77M 2.01% 8

Other funds holding EEM

Cascadia Advisory Services's EEM Position: Q3 2020 in Review

Cascadia Advisory Services increased its iShares MSCI Emerging Markets ETF (EEM) stake by 24% in Q3 2020, buying an estimated $1.66M and bringing the position to 198,022 shares worth $8.73M. The position accounts for 2.45% of the portfolio, ranked #5.

Cascadia Advisory Services first reported a position in EEM in Q4 2019 and has held it in 3 quarters since. 1,146 funds tracked by Wall St. Rank hold EEM as of Q3 2020.

  • Cascadia Advisory Services held 198,022 shares of iShares MSCI Emerging Markets ETF worth $8.73M as of Q3 2020.
  • Cascadia Advisory Services bought 37,919 iShares MSCI Emerging Markets ETF shares in Q3 2020, an estimated $1.66M.
  • iShares MSCI Emerging Markets ETF made up 2.45% of Cascadia Advisory Services's portfolio in Q3 2020, its #5 holding.
  • Cascadia Advisory Services first reported a position in iShares MSCI Emerging Markets ETF in Q4 2019 and has held it in 3 quarters since.
  • 1,146 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.