Endowment Wealth Management’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
2023
Q2
Sell
-10,747
Closed -$258K 139
2023
Q1
$258K Sell
10,747
-469
-4% -$11.3K 0.26% 100
2022
Q4
$257K Buy
+11,216
New +$257K 0.28% 96