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Advisor Group’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Advisor Group’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
2019
Q4 		$315K Buy
11,897
+279
+2% +$7.17K ﹤0.01% 2018
2019
Q3 		$286K Buy
11,618
+855
+8% +$21.1K ﹤0.01% 2048
2019
Q2 		$274K Buy
10,763
+2,799
+35% +$70.8K ﹤0.01% 2063
2019
Q1 		$203K Buy
+7,964
New +$198K ﹤0.01% 2276
2018
Q4 		– Sell
-1,578
Closed -$40K – 5146
2018
Q3 		$40K Sell
1,578
-1,387
-47% -$35.4K ﹤0.01% 3442
2018
Q2 		$76K Buy
2,965
+505
+21% +$13.4K ﹤0.01% 2749
2018
Q1 		$66K Sell
2,460
-28
-1% -$768 ﹤0.01% 2864
2017
Q4 		$66K Sell
2,488
-629
-20% -$16.7K ﹤0.01% 2886
2017
Q3 		$81K Buy
3,117
+1,903
+157% +$48K ﹤0.01% 2582
2017
Q2 		$30K Sell
1,214
-390
-24% -$9.18K ﹤0.01% 3201
2017
Q1 		$37K Buy
1,604
+170
+12% +$3.79K ﹤0.01% 2950
2016
Q4 		$30K Sell
1,434
-397
-22% -$8.55K ﹤0.01% 2972
2016
Q3 		$40K Sell
1,831
-922
-33% -$20K ﹤0.01% 2695
2016
Q2 		$56K Buy
+2,753
New +$56.2K ﹤0.01% 2338

Other funds holding HEEM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisor Group's HEEM Position: Q4 2019 in Review

Advisor Group increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 2.4% in Q4 2019, buying an estimated $7.17K and bringing the position to 11,897 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Advisor Group first reported a position in HEEM in Q2 2016 and has held it in 14 quarters since. 37 funds tracked by Wall St. Rank hold HEEM as of Q4 2019.

  • Advisor Group held 11,897 shares of iShares Currency Hedged MSCI Emerging Markets worth $315K as of Q4 2019.
  • Advisor Group bought 279 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2019, an estimated $7.17K.
  • iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2018 holding.
  • Advisor Group first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2016 and has held it in 14 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.