AE Wealth Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $64.1K | Hold |
1,434
| – | – | ﹤0.01% | 2035 |
|
|
2026
Q1 | $52.9K | Sell |
1,434
-13
| -0.9% | -$488 | ﹤0.01% | 1944 |
|
|
2025
Q4 | $50.3K | Sell |
1,447
-32
| -2% | -$1.11K | ﹤0.01% | 1849 |
|
|
2025
Q3 | $49.8K | Sell |
1,479
-122
| -8% | -$3.84K | ﹤0.01% | 1719 |
|
|
2025
Q2 | $48.2K | Sell |
1,601
-244
| -13% | -$6.9K | ﹤0.01% | 1612 |
|
|
2025
Q1 | $51.8K | Sell |
1,845
-1,550
| -46% | -$43.3K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $91.7K | Buy |
+3,395
| New | +$95.5K | ﹤0.01% | 1453 |
|
|
2024
Q3 | – | Sell |
-131,182
| Closed | -$3.56M | – | 1276 |
|
|
2024
Q2 | $3.56M | Buy |
131,182
+16,746
| +15% | +$442K | 0.04% | 401 |
|
|
2024
Q1 | $2.94M | Sell |
114,436
-2,142
| -2% | -$52.8K | 0.03% | 409 |
|
|
2023
Q4 | $2.8M | Buy |
116,578
+13,172
| +13% | +$315K | 0.01% | 789 |
|
|
2023
Q3 | $2.44M | Buy |
103,406
+19,039
| +23% | +$464K | 0.01% | 781 |
|
|
2023
Q2 | $2.07M | Buy |
84,367
+21,490
| +34% | +$517K | 0.01% | 830 |
|
|
2023
Q1 | $1.51M | Sell |
62,877
-6,580
| -9% | -$159K | 0.01% | 895 |
|
|
2022
Q4 | $1.59M | Sell |
69,457
-4,245
| -6% | -$100K | 0.01% | 829 |
|
|
2022
Q3 | $1.69M | Sell |
73,702
-23,255
| -24% | -$581K | 0.01% | 756 |
|
|
2022
Q2 | $2.48M | Sell |
96,957
-73
| -0.1% | -$1.91K | 0.02% | 597 |
|
|
2022
Q1 | $2.67M | Sell |
97,030
-520
| -0.5% | -$14.9K | 0.02% | 626 |
|
|
2021
Q4 | $2.89M | Buy |
97,550
+1,896
| +2% | +$57.9K | 0.02% | 582 |
|
|
2021
Q3 | $2.92M | Buy |
95,654
+23,521
| +33% | +$736K | 0.02% | 523 |
|
|
2021
Q2 | $2.38M | Buy |
72,133
+15,025
| +26% | +$488K | 0.02% | 579 |
|
|
2021
Q1 | $1.84M | Buy |
57,108
+19,969
| +54% | +$656K | 0.02% | 591 |
|
|
2020
Q4 | $1.14M | Buy |
37,139
+2,361
| +7% | +$68.6K | 0.01% | 673 |
|
|
2020
Q3 | $942K | Sell |
34,778
-14,672
| -30% | -$397K | 0.01% | 653 |
|
|
2020
Q2 | $1.23M | Buy |
49,450
+3,998
| +9% | +$93.6K | 0.02% | 554 |
|
|
2020
Q1 | $969K | Buy |
+45,452
| New | +$1.13M | 0.02% | 498 |
|
|
2019
Q1 | – | Sell |
-8,879
| Closed | -$204K | – | 649 |
|
|
2018
Q4 | $204K | Buy |
+8,879
| New | +$212K | 0.03% | 442 |
|
|
2018
Q3 | – | Sell |
-17,897
| Closed | -$458K | – | 613 |
|
|
2018
Q2 | $458K | Sell |
17,897
-1,097
| -6% | -$29.1K | 0.03% | 268 |
|
|
2018
Q1 | $512K | Buy |
18,994
+2,251
| +13% | +$61.7K | 0.04% | 248 |
|
|
2017
Q4 | $444K | Buy |
16,743
+7,198
| +75% | +$191K | 0.04% | 249 |
|
|
2017
Q3 | $246K | Buy |
+9,545
| New | +$241K | 0.02% | 341 |
|
Other funds holding HEEM
AE Wealth Management's HEEM Position: Q2 2026 in Review
AE Wealth Management held its iShares Currency Hedged MSCI Emerging Markets (HEEM) position steady in Q2 2026 at 1,434 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.
AE Wealth Management first reported a position in HEEM in Q3 2017 and has held it in 30 quarters since. The position peaked at $3.56M in Q2 2024. 54 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.
- AE Wealth Management held 1,434 shares of iShares Currency Hedged MSCI Emerging Markets worth $64.1K as of Q2 2026.
- AE Wealth Management left its iShares Currency Hedged MSCI Emerging Markets share count unchanged in Q2 2026.
- iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2035 holding.
- AE Wealth Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2017 and has held it in 30 quarters since.
- AE Wealth Management's iShares Currency Hedged MSCI Emerging Markets position peaked at $3.56M in Q2 2024.
- 54 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.