Heritage Wealth Management (Arizona)’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.3M | Sell |
43,007
-4,315
| -9% | -$231K | 1.28% | 13 |
|
|
2024
Q1 | $2.44M | Buy |
47,322
+1,225
| +3% | +$63.2K | 1.24% | 13 |
|
|
2023
Q4 | $2.33M | Buy |
+46,097
| New | +$2.33M | 1.26% | 14 |
|
|
2022
Q4 | $6.77M | Buy |
144,894
+77,409
| +115% | +$3.62M | 0.97% | 15 |
|
|
2022
Q3 | $2.9M | Buy |
67,485
+6,603
| +11% | +$284K | 0.93% | 14 |
|
|
2022
Q2 | $2.99M | Sell |
60,882
-1,170
| -2% | -$57.4K | 0.99% | 14 |
|
|
2022
Q1 | $3.45M | Buy |
+62,052
| New | +$3.45M | 0.93% | 16 |
|
|
2021
Q3 | $2.29M | Buy |
37,098
+12,794
| +53% | +$790K | 0.81% | 21 |
|
|
2021
Q2 | $1.63M | Buy |
24,304
+17,393
| +252% | +$1.17M | 0.62% | 30 |
|
|
2021
Q1 | $445K | Buy |
+6,911
| New | +$445K | 0.25% | 77 |
|