Heritage Family Offices’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.01M	Hold	37,088	–	–	1.01%	21
2025 Q1	$2M	Sell	37,088 -19,850	-35%	-$1.07M	1.02%	21
2024 Q4	$2.97M	Buy	56,938 +17,001	+43%	+$888K	1.48%	13
2024 Q3	$2.29M	Sell	39,937 -3,070	-7%	-$176K	1.18%	13
2024 Q2	$2.3M	Buy	+43,007	New	+$2.3M	1.28%	13