Northwestern Mutual Wealth Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,202
| Closed | -$52.9K | – | 3451 |
|
|
2023
Q1 | $52.9K | Hold |
2,202
| – | – | ﹤0.01% | 1917 |
|
|
2022
Q4 | $50.5K | Sell |
2,202
-443
| -17% | -$10.2K | ﹤0.01% | 1909 |
|
|
2022
Q3 | $60K | Buy |
2,645
+146
| +6% | +$3.31K | ﹤0.01% | 1839 |
|
|
2022
Q2 | $64K | Sell |
2,499
-10,583
| -81% | -$271K | ﹤0.01% | 1823 |
|
|
2022
Q1 | $360K | Sell |
13,082
-35,365
| -73% | -$973K | ﹤0.01% | 1206 |
|
|
2021
Q4 | $1.44M | Buy |
48,447
+46,247
| +2,102% | +$1.37M | ﹤0.01% | 700 |
|
|
2021
Q3 | $67K | Buy |
+2,200
| New | +$67K | ﹤0.01% | 1790 |
|
|
2021
Q2 | – | Sell |
-1,507
| Closed | -$49K | – | 3079 |
|
|
2021
Q1 | $49K | Buy |
+1,507
| New | +$49K | ﹤0.01% | 1747 |
|
|
2019
Q3 | – | Sell |
-2,669
| Closed | -$68K | – | 2553 |
|
|
2019
Q2 | $68K | Hold |
2,669
| – | – | ﹤0.01% | 1279 |
|
|
2019
Q1 | $68K | Hold |
2,669
| – | – | ﹤0.01% | 1229 |
|
|
2018
Q4 | $61K | Buy |
+2,669
| New | +$61K | ﹤0.01% | 1167 |
|
|
2018
Q3 | – | Sell |
-809
| Closed | -$21K | – | 2527 |
|
|
2018
Q2 | $21K | Buy |
+809
| New | +$21K | ﹤0.01% | 1583 |
|
|
2017
Q2 | – | Sell |
-1
| Closed | – | – | 2081 |
|
|
2017
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2168 |
|