Vertex Planning Partners’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
Q2
$5.37M Buy
178,522
+4,809
+3% +$145K 1.12% 21
2025
Q1
$4.88M Buy
173,713
+9,084
+6% +$255K 1.06% 24
2024
Q4
$4.45M Buy
+164,629
New +$4.45M 0.98% 25