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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona)'s IEMG Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 9.1% in Q2 2024, selling an estimated $228K and leaving 43,007 shares worth $2.3M. The position accounts for 1.28% of the portfolio, ranked #13.

Heritage Wealth Management (Arizona) first reported a position in IEMG in Q1 2021 and has held it in 10 quarters since. The position peaked at $6.77M in Q4 2022. 1,705 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

Heritage Wealth Management (Arizona) held 43,007 shares of iShares Core MSCI Emerging Markets ETF worth $2.3M as of Q2 2024.
Heritage Wealth Management (Arizona) sold 4,315 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $228K.
iShares Core MSCI Emerging Markets ETF made up 1.28% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #13 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s iShares Core MSCI Emerging Markets ETF position peaked at $6.77M in Q4 2022.
1,705 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.