Heritage Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $70M | Buy |
1,002,921
+106,482
| +12% | +$7.69M | 2.73% | 6 |
|
|
2025
Q4 | $60.3M | Buy |
896,439
+18,103
| +2% | +$1.21M | 2.3% | 15 |
|
|
2025
Q3 | $57.9M | Buy |
878,336
+30,581
| +4% | +$1.91M | 2.53% | 12 |
|
|
2025
Q2 | $50.9M | Buy |
847,755
+2,747
| +0.3% | +$153K | 2.42% | 13 |
|
|
2025
Q1 | $45.6M | Sell |
845,008
-2,667
| -0.3% | -$144K | 2.31% | 17 |
|
|
2024
Q4 | $44.3M | Buy |
847,675
+17,008
| +2% | +$942K | 2.19% | 20 |
|
|
2024
Q3 | $47.7M | Buy |
830,667
+5,603
| +0.7% | +$303K | 2.24% | 18 |
|
|
2024
Q2 | $44.2M | Buy |
825,064
+17,957
| +2% | +$947K | 1.99% | 17 |
|
|
2024
Q1 | $41.6M | Buy |
807,107
+19,774
| +3% | +$990K | 1.9% | 22 |
|
|
2023
Q4 | $39.8M | Sell |
787,333
-91,748
| -10% | -$4.44M | 1.98% | 17 |
|
|
2023
Q3 | $41.8M | Buy |
879,081
+3,908
| +0.4% | +$193K | 2.28% | 13 |
|
|
2023
Q2 | $43.1M | Buy |
875,173
+17,995
| +2% | +$879K | 2.28% | 12 |
|
|
2023
Q1 | $41.8M | Buy |
857,178
+32,295
| +4% | +$1.58M | 2.33% | 11 |
|
|
2022
Q4 | $38.5M | Sell |
824,883
-165,371
| -17% | -$7.52M | 2.23% | 13 |
|
|
2022
Q3 | $42.6M | Buy |
990,254
+34,219
| +4% | +$1.64M | 3.09% | 6 |
|
|
2022
Q2 | $46.9M | Sell |
956,035
-104,099
| -10% | -$5.38M | 3.26% | 5 |
|
|
2022
Q1 | $58.9M | Buy |
1,060,134
+567,659
| +115% | +$32.8M | 3.26% | 4 |
|
|
2021
Q4 | $29.5M | Buy |
492,475
+37,835
| +8% | +$2.33M | 1.62% | 9 |
|
|
2021
Q3 | $28.1M | Buy |
454,640
+44,997
| +11% | +$2.86M | 1.72% | 7 |
|
|
2021
Q2 | $27.4M | Buy |
409,643
+96,474
| +31% | +$6.36M | 1.69% | 7 |
|
|
2021
Q1 | $20.2M | Buy |
313,169
+36,592
| +13% | +$2.41M | 1.22% | 9 |
|
|
2020
Q4 | $17.2M | Buy |
276,577
+810
| +0.3% | +$46.7K | 1.07% | 8 |
|
|
2020
Q3 | $14.6M | Sell |
275,767
-11,886
| -4% | -$623K | 1.88% | 9 |
|
|
2020
Q2 | $13.7M | Sell |
287,653
-32,896
| -10% | -$1.47M | 1.92% | 10 |
|
|
2020
Q1 | $13M | Sell |
320,549
-11,876
| -4% | -$583K | 2.32% | 6 |
|
|
2019
Q4 | $17.9M | Buy |
332,425
+57,909
| +21% | +$2.98M | 2.36% | 8 |
|
|
2019
Q3 | $13.5M | Buy |
274,516
+1,928
| +0.7% | +$95.6K | 1.98% | 9 |
|
|
2019
Q2 | $14M | Buy |
272,588
+51,834
| +23% | +$2.65M | 2.15% | 9 |
|
|
2019
Q1 | $11.4M | Buy |
+220,754
| New | +$11.2M | 1.88% | 9 |
|
Other funds holding IEMG
