Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Hold |
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|
2025
Q1 | $5.31M | Hold |
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|
2024
Q4 | $5.08M | Sell |
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|
2024
Q3 | $5.58M | Hold |
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|
2024
Q2 | $5.18M | Hold |
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|
2024
Q1 | $5M | Buy |
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|
2023
Q4 | $4.89M | Hold |
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|
2023
Q3 | $4.61M | Hold |
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|
2023
Q2 | $4.81M | Hold |
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|
2023
Q1 | $4.8M | Hold |
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|
2022
Q4 | $4.61M | Hold |
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|
2022
Q3 | $4.24M | Buy |
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|
2022
Q2 | $4.59M | Buy |
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|
2022
Q1 | $4.81M | Buy |
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|
2021
Q4 | $64K | Sell |
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|
2021
Q3 | $73.3K | Hold |
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|
2021
Q2 | $80.2K | Sell |
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|
2021
Q1 | $140K | Buy |
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|
2020
Q4 | $84K | Hold |
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|
2020
Q3 | $71.9K | Hold |
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|
2020
Q2 | $65.2K | Buy |
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