Almanack Investment Partners’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Almanack Investment Partners’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	–	Sell	-75,379	Closed	-$1.86M	–	212
2019 Q3	$1.86M	Hold	75,379	–	–	0.36%	51
2019 Q2	$1.92M	Buy	75,379 +44,558	+145%	+$1.13M	0.44%	40
2019 Q1	$786K	Sell	30,821 -123	-0.4%	-$3.05K	0.22%	55
2018 Q4	$772K	Buy	+30,944	New	+$737K	0.23%	61
2017 Q3	–	Sell	-48,275	Closed	-$1.16M	–	169
2017 Q2	$1.16M	Buy	+48,275	New	+$1.14M	0.65%	44
2017 Q1	–	Sell	-67,961	Closed	-$1.45M	–	159
2016 Q4	$1.45M	Buy	+67,961	New	+$1.46M	1.21%	26

Other funds holding HEEM

CCM

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

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 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Almanack Investment Partners's HEEM Position: Q4 2019 in Review

Almanack Investment Partners sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q4 2019, closing a stake of 75,379 shares — an estimated $1.86M sold.

Almanack Investment Partners first reported a position in HEEM in Q4 2016 and held it in 6 quarters. The position peaked at $1.92M in Q2 2019. 37 funds tracked by Wall St. Rank hold HEEM as of Q4 2019.

Almanack Investment Partners reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q4 2019 after selling out during the quarter.
Almanack Investment Partners sold 75,379 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2019, an estimated $1.86M.
Almanack Investment Partners first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2016 and held it in 6 quarters.
Almanack Investment Partners's iShares Currency Hedged MSCI Emerging Markets position peaked at $1.92M in Q2 2019.
37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2019.

Based on Almanack Investment Partners's 13F filing for Q4 2019, filed 10 Feb 2020.