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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$2.3M	Sell	43,007 -4,315	-9%	-$228K	1.28%	13
2024 Q1	$2.44M	Buy	47,322 +1,225	+3%	+$61.3K	1.24%	13
2023 Q4	$2.33M	Buy	+46,097	New	+$2.23M	1.26%	14
2022 Q4	$6.77M	Buy	144,894 +77,409	+115%	+$3.52M	0.97%	15
2022 Q3	$2.9M	Buy	67,485 +6,603	+11%	+$316K	0.93%	14
2022 Q2	$2.99M	Sell	60,882 -1,170	-2%	-$60.5K	0.99%	14
2022 Q1	$3.45M	Buy	+62,052	New	+$3.59M	0.93%	16
2021 Q3	$2.29M	Buy	37,098 +12,794	+53%	+$814K	0.81%	21
2021 Q2	$1.63M	Buy	24,304 +17,393	+252%	+$1.15M	0.62%	30
2021 Q1	$445K	Buy	+6,911	New	+$455K	0.25%	77

Other funds holding IEMG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return