Heritage Wealth Advisors’s Matthews Korea Active ETF MKOR Stock Holding History

Heritage Wealth Advisors’s Portfolio MKOR Stock Details MKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,070	Closed	-$22.2K	–	620
2024 Q4	$22.2K	Buy	+1,070	New	+$25.3K	﹤0.01%	381

Other funds holding MKOR

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Heritage Wealth Advisors's MKOR Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Matthews Korea Active ETF (MKOR) in Q1 2025, closing a stake of 1,070 shares — an estimated $22.2K sold.

Heritage Wealth Advisors first reported a position in MKOR in Q4 2024 and held it in 1 quarter. The position peaked at $22.2K in Q4 2024. 5 funds tracked by Wall St. Rank hold MKOR as of Q1 2025.

Heritage Wealth Advisors reported no remaining Matthews Korea Active ETF position as of Q1 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 1,070 Matthews Korea Active ETF shares in Q1 2025, an estimated $22.2K.
Heritage Wealth Advisors first reported a position in Matthews Korea Active ETF in Q4 2024 and held it in 1 quarter.
Heritage Wealth Advisors's Matthews Korea Active ETF position peaked at $22.2K in Q4 2024.
5 funds tracked by Wall St. Rank held Matthews Korea Active ETF as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.