Avantax Advisory Services’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Sell |
102,750
-2,112
| -2% | -$63.6K | 0.02% | 607 |
|
|
2025
Q1 | $2.94M | Buy |
104,862
+4,738
| +5% | +$133K | 0.02% | 586 |
|
|
2024
Q4 | $2.71M | Buy |
100,124
+5,063
| +5% | +$137K | 0.02% | 591 |
|
|
2024
Q3 | $2.7M | Buy |
95,061
+4,833
| +5% | +$137K | 0.02% | 574 |
|
|
2024
Q2 | $2.45M | Buy |
90,228
+9,212
| +11% | +$250K | 0.02% | 589 |
|
|
2024
Q1 | $2.08M | Buy |
81,016
+3,995
| +5% | +$102K | 0.02% | 532 |
|
|
2023
Q4 | $1.89M | Buy |
77,021
+3,478
| +5% | +$85.5K | 0.02% | 521 |
|
|
2023
Q3 | $1.74M | Buy |
73,543
+4,146
| +6% | +$98K | 0.02% | 501 |
|
|
2023
Q2 | $1.7M | Buy |
69,397
+4,588
| +7% | +$113K | 0.02% | 506 |
|
|
2023
Q1 | $1.56M | Buy |
64,809
+11,627
| +22% | +$280K | 0.02% | 514 |
|
|
2022
Q4 | $1.22M | Buy |
53,182
+2,422
| +5% | +$55.6K | 0.02% | 565 |
|
|
2022
Q3 | $1.16M | Buy |
50,760
+8,835
| +21% | +$202K | 0.02% | 516 |
|
|
2022
Q2 | $1.07M | Buy |
41,925
+10,001
| +31% | +$256K | 0.02% | 528 |
|
|
2022
Q1 | $884K | Buy |
31,924
+11,966
| +60% | +$331K | 0.01% | 583 |
|
|
2021
Q4 | $591K | Buy |
19,958
+8,968
| +82% | +$266K | 0.01% | 703 |
|
|
2021
Q3 | $333K | Buy |
+10,990
| New | +$333K | 0.01% | 881 |
|
|
2020
Q4 | – | Sell |
-17,150
| Closed | -$466K | – | 1112 |
|
|
2020
Q3 | $466K | Buy |
17,150
+9,080
| +113% | +$247K | 0.01% | 818 |
|
|
2020
Q2 | $201K | Buy |
+8,070
| New | +$201K | 0.01% | 788 |
|