HERITAGE WEALTH MANAGEMENT, LLC – iShares Core MSCI EAFE ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$5.16M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.50%
quarter
iShares Core MSCI EAFE ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.66% | 11.78K shares | 87.71K | $52.67 | 98.05K |
| Q2 2022 | share | Decrease | -2.12% | -1.87K shares | -1.04M | $58.85 | 86.27K |
| Q1 2022 | share | Increase | +55.91% | 31.60K shares | 1.92M | $69.51 | 88.14K |
| Q3 2021 | share | Increase | +51.45% | 19.20K shares | 1.40M | $74.25 | 56.53K |
| Q2 2021 | share | Increase | +258.07% | 26.90K shares | 2.04M | $74.86 | 37.32K |
| Q1 2021 | share | Increase | 0.00% | 10.42K shares | 751K | $71.04 | 10.42K |