Advisory Services Network’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Advisory Services Network’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 Q1	$396K	Sell	10,736 -1,234	-10%	-$46.4K	0.01%	1415
2025 Q4	$416K	Sell	11,970 -347	-3%	-$12K	0.01%	1307
2025 Q3	$414K	Sell	12,317 -124	-1%	-$3.91K	0.01%	1295
2025 Q2	$380K	Sell	12,441 -1,722	-12%	-$48.7K	0.01%	1292
2025 Q1	$398K	Buy	14,163 +2,587	+22%	+$72.2K	0.01%	1161
2024 Q4	$313K	Buy	+11,576	New	+$326K	0.01%	1277
2024 Q1	–	Sell	-5,053	Closed	-$124K	–	2389
2023 Q4	$124K	Buy	+5,053	New	+$121K	﹤0.01%	1513
2023 Q2	–	Sell	-4,610	Closed	-$111K	–	2376
2023 Q1	$111K	Buy	4,610 +2,524	+121%	+$60.9K	﹤0.01%	1593
2022 Q4	$47.9K	Buy	+2,086	New	+$49.2K	﹤0.01%	1996
2020 Q2	–	Sell	-102	Closed	-$2K	–	1754
2020 Q1	$2K	Hold	102	–	–	﹤0.01%	2743
2019 Q4	$3K	Buy	+102	New	+$2.62K	﹤0.01%	2753

Other funds holding HEEM

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisory Services Network's HEEM Position: Q1 2026 in Review

Advisory Services Network reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 10% in Q1 2026, selling an estimated $46.4K and leaving 10,736 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #1415.

Advisory Services Network first reported a position in HEEM in Q4 2019 and has held it in 11 quarters since. The position peaked at $416K in Q4 2025. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

Advisory Services Network held 10,736 shares of iShares Currency Hedged MSCI Emerging Markets worth $396K as of Q1 2026.
Advisory Services Network sold 1,234 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $46.4K.
iShares Currency Hedged MSCI Emerging Markets made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1415 holding.
Advisory Services Network first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2019 and has held it in 11 quarters since.
Advisory Services Network's iShares Currency Hedged MSCI Emerging Markets position peaked at $416K in Q4 2025.
45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.