AWM
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AE Wealth Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

AE Wealth Management’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 		$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% -$6.91K ﹤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

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AE Wealth Management's HEEM Position: Q1 2026 in Review

AE Wealth Management reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 0.9% in Q1 2026, selling an estimated $488 and leaving 1,434 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

AE Wealth Management first reported a position in HEEM in Q3 2017 and has held it in 29 quarters since. The position peaked at $3.56M in Q2 2024. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • AE Wealth Management held 1,434 shares of iShares Currency Hedged MSCI Emerging Markets worth $52.9K as of Q1 2026.
  • AE Wealth Management sold 13 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $488.
  • iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1944 holding.
  • AE Wealth Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2017 and has held it in 29 quarters since.
  • AE Wealth Management's iShares Currency Hedged MSCI Emerging Markets position peaked at $3.56M in Q2 2024.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.