Heritage Wealth Management (California)’s EMQQ The Emerging Markets Internet & Ecommerce ETF EMQQ Stock Holding History

Heritage Wealth Management (California)’s Portfolio EMQQ Stock Details EMQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,984	Closed	-$231K	–	93
2025 Q3	$231K	Sell	4,984 -183	-4%	-$7.86K	0.16%	85
2025 Q2	$215K	Sell	5,167 -401	-7%	-$15.6K	0.14%	82
2025 Q1	$212K	Sell	5,568 -672	-11%	-$25.2K	0.16%	79
2024 Q4	$215K	Sell	6,240 -1,115	-15%	-$42.3K	0.15%	80
2024 Q3	$288K	Sell	7,355 -166	-2%	-$5.66K	0.2%	72
2024 Q2	$250K	Sell	7,521 -886	-11%	-$29.6K	0.18%	71
2024 Q1	$263K	Buy	8,407 +380	+5%	+$11.5K	0.2%	71
2023 Q4	$247K	Buy	+8,027	New	+$240K	0.2%	70

Other funds holding EMQQ

GSF

Grove Street Fiduciary Peterborough, New Hampshire $227M AUM 9.49% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Heritage Wealth Management (California)'s EMQQ Position: Q4 2025 in Review

Heritage Wealth Management (California) sold out of EMQQ The Emerging Markets Internet & Ecommerce ETF (EMQQ) in Q4 2025, closing a stake of 4,984 shares — an estimated $231K sold.

Heritage Wealth Management (California) first reported a position in EMQQ in Q4 2023 and held it in 8 quarters. The position peaked at $288K in Q3 2024. 98 funds tracked by Wall St. Rank hold EMQQ as of Q4 2025.

Heritage Wealth Management (California) reported no remaining EMQQ The Emerging Markets Internet & Ecommerce ETF position as of Q4 2025 after selling out during the quarter.
Heritage Wealth Management (California) sold 4,984 EMQQ The Emerging Markets Internet & Ecommerce ETF shares in Q4 2025, an estimated $231K.
Heritage Wealth Management (California) first reported a position in EMQQ The Emerging Markets Internet & Ecommerce ETF in Q4 2023 and held it in 8 quarters.
Heritage Wealth Management (California)'s EMQQ The Emerging Markets Internet & Ecommerce ETF position peaked at $288K in Q3 2024.
98 funds tracked by Wall St. Rank held EMQQ The Emerging Markets Internet & Ecommerce ETF as of Q4 2025.

Based on Heritage Wealth Management (California)'s 13F filing for Q4 2025, filed 4 Feb 2026.