ATC
HEEM icon

Adirondack Trust Company’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Adirondack Trust Company’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
2016
Q2 		– Sell
-95
Closed -$2K – 399
2016
Q1 		$2K Buy
+95
New +$1.84K ﹤0.01% 346

Other funds holding HEEM

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adirondack Trust Company's HEEM Position: Q2 2016 in Review

Adirondack Trust Company sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2016, closing a stake of 95 shares — an estimated $2K sold.

Adirondack Trust Company first reported a position in HEEM in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 31 funds tracked by Wall St. Rank hold HEEM as of Q2 2016.

  • Adirondack Trust Company reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q2 2016 after selling out during the quarter.
  • Adirondack Trust Company sold 95 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2016, an estimated $2K.
  • Adirondack Trust Company first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2016 and held it in 1 quarter.
  • Adirondack Trust Company's iShares Currency Hedged MSCI Emerging Markets position peaked at $2K in Q1 2016.
  • 31 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2016.

Based on Adirondack Trust Company's 13F filing for Q2 2016, filed 13 Jul 2016.