Concord Wealth Partners’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 | $1.84K | Sell |
61
-218
| -78% | -$6.56K | ﹤0.01% | 725 |
|
|
2025
Q1 | $7.83K | Sell |
279
-3,145
| -92% | -$88.3K | ﹤0.01% | 533 |
|
|
2024
Q4 | $92.5K | Sell |
3,424
-254
| -7% | -$6.87K | 0.02% | 256 |
|
|
2024
Q3 | $105K | Sell |
3,678
-44,045
| -92% | -$1.25M | 0.02% | 258 |
|
|
2024
Q2 | $1.29M | Sell |
47,723
-202
| -0.4% | -$5.47K | 0.23% | 88 |
|
|
2024
Q1 | $1.23M | Buy |
47,925
+4,966
| +12% | +$127K | 0.22% | 88 |
|
|
2023
Q4 | $1.06M | Buy |
42,959
+1,572
| +4% | +$38.6K | 0.21% | 89 |
|
|
2023
Q3 | $978K | Buy |
+41,387
| New | +$978K | 0.21% | 79 |
|