Heritage Wealth Management (Arizona)’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.11M	Sell	29,185 -28,168	-49%	-$1.04M	0.16%	107
2022 Q3	$2M	Buy	57,353 +55,513	+3,017%	+$2.17M	0.64%	29
2022 Q2	$73.8K	Buy	1,840 +1,507	+453%	+$63.2K	0.02%	366
2022 Q1	$15K	Buy	+333	New	+$15.7K	﹤0.01%	646
2021 Q3	$8K	Hold	150	–	–	﹤0.01%	676
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	686
2021 Q1	$8K	Buy	+150	New	+$8.21K	﹤0.01%	599

Other funds holding EEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EEM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 49% in Q4 2022, selling an estimated $1.04M and leaving 29,185 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #107.

Heritage Wealth Management (Arizona) first reported a position in EEM in Q1 2021 and has held it in 7 quarters since. The position peaked at $2M in Q3 2022. 1,318 funds tracked by Wall St. Rank hold EEM as of Q4 2022.

Heritage Wealth Management (Arizona) held 29,185 shares of iShares MSCI Emerging Markets ETF worth $1.11M as of Q4 2022.
Heritage Wealth Management (Arizona) sold 28,168 iShares MSCI Emerging Markets ETF shares in Q4 2022, an estimated $1.04M.
iShares MSCI Emerging Markets ETF made up 0.16% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #107 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares MSCI Emerging Markets ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares MSCI Emerging Markets ETF position peaked at $2M in Q3 2022.
1,318 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.