A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Inc Msci Emerging Mkts stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 6,396 shares of EMXC stock, worth $377,619. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,396
Previous 5,835 9.61%
Holding current value
$377,619
Previous $345,000 13.04%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$56.04 - $62.99 $31,438 - $35,337
561 Added 9.61%
6,396 $390,000
Q1 2024

Apr 02, 2024

SELL
$52.7 - $57.65 $112,409 - $122,967
-2,133 Reduced 26.77%
5,835 $335,000
Q4 2023

Jan 17, 2024

SELL
$47.86 - $55.5 $7,131 - $8,269
-149 Reduced 1.84%
7,968 $441,000
Q3 2023

Oct 17, 2023

BUY
$49.68 - $54.23 $2,583 - $2,819
52 Added 0.64%
8,117 $404,000
Q1 2023

Apr 14, 2023

BUY
$46.94 - $51.86 $17,555 - $19,395
374 Added 4.86%
8,065 $397,000
Q4 2022

Jan 12, 2023

BUY
$44.35 - $50.96 $33,528 - $38,525
756 Added 10.9%
7,691 $0
Q3 2022

Oct 25, 2022

SELL
$44.28 - $52.03 $59,113 - $69,460
-1,335 Reduced 16.14%
6,935 $307,000
Q1 2022

Apr 26, 2022

BUY
$54.12 - $62.89 $224,868 - $261,307
4,155 Added 100.97%
8,270 $481,000
Q2 2021

Jul 21, 2021

BUY
$58.82 - $63.69 $12,058 - $13,056
205 Added 5.24%
4,115 $257,000
Q1 2021

Apr 19, 2021

BUY
$57.05 - $61.12 $223,065 - $238,979
3,910 New
3,910 $232,000

Others Institutions Holding EMXC

About ISHARES INC MSCI EMERGING MKTS


  • Ticker EMXC
  • Sector ETFs
  • Industry ETFs
More about EMXC
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.