United Capital Financial Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $213K | Sell |
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|
2017
Q4 | $258K | Sell |
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|
2017
Q3 | $266K | Sell |
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|
2017
Q2 | $373K | Sell |
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|
2017
Q1 | $592K | Sell |
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|
2016
Q4 | $1.75M | Sell |
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|
2016
Q3 | $2.87M | Sell |
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|
2016
Q2 | $2.89M | Buy |
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|
2016
Q1 | $956K | Sell |
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|
2015
Q4 | $987K | Sell |
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|
2015
Q3 | $1.16M | Buy |
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|
2015
Q2 | $1.33M | Buy |
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