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Action Point Financial Planning’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Action Point Financial Planning’s Portfolio HEEM Stock Details HEEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$144K Buy
+3,207
New +$135K 0.01% 512

Other funds holding HEEM

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Action Point Financial Planning's HEEM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2026: 3,207 shares worth $144K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings.

54 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

  • Action Point Financial Planning held 3,207 shares of iShares Currency Hedged MSCI Emerging Markets worth $144K as of Q2 2026.
  • iShares Currency Hedged MSCI Emerging Markets was a new Action Point Financial Planning position in Q2 2026.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #512 holding.
  • 54 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.