Wharton Business Group, LLC
Position in HEEM — iShares Currency Hedged MSCI Emerging Markets ETF
CIK 1513126
MALVERN, PA
All Filings in HEEM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEEM | $601,796 | 16,300 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 HEEM | $609,169 | 17,525 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 HEEM | $1,059,638 | 31,490 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 HEEM | $1,221,706 | 40,595 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 HEEM | $1,139,907 | 40,595 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 HEEM | $1,097,161 | 40,595 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 HEEM | $1,153,709 | 40,595 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 HEEM | $1,100,124 | 40,595 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 HEEM | $1,041,383 | 40,595 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 HEEM | $997,825 | 40,595 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 HEEM | $959,665 | 40,595 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 HEEM | $996,201 | 40,595 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 HEEM | $4,452,208 | 185,200 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 HEEM | $4,248,488 | 185,200 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 HEEM | $4,242,932 | 185,200 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 HEEM | $4,739,268 | 185,200 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 HEEM | $5,094,296 | 185,200 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 HEEM | $5,483,401 | 185,200 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 HEEM | $5,646,748 | 185,200 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 HEEM | $6,121,786 | 185,200 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 HEEM | $5,972,700 | 185,200 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 HEEM | $5,691,196 | 185,200 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 HEEM | $11,220,654 | 414,245 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 HEEM | $10,318,842 | 414,245 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 HEEM | $8,844,377 | 414,645 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||