Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38
| Closed | -$1.03K | – | 1119 |
|
|
2024
Q4 | $1.03K | Hold |
38
| – | – | ﹤0.01% | 1918 |
|
|
2024
Q3 | $1.08K | Hold |
38
| – | – | ﹤0.01% | 1767 |
|
|
2024
Q2 | $1.03K | Buy |
+38
| New | +$1.03K | ﹤0.01% | 1480 |
|
|
2023
Q3 | – | Sell |
-38
| Closed | -$933 | – | 1358 |
|
|
2023
Q2 | $933 | Buy |
+38
| New | +$933 | ﹤0.01% | 1024 |
|
|
2022
Q2 | – | Sell |
-430,535
| Closed | -$11.8M | – | 327 |
|
|
2022
Q1 | $11.8M | Buy |
+430,535
| New | +$11.8M | 0.91% | 19 |
|