ANB
HEEM icon

Amarillo National Bank’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Amarillo National Bank’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
2025
Q1 		– Sell
-448,844
Closed -$12.1M – 84
2024
Q4 		$12.1M Hold
448,844
– – 2.23% 12
2024
Q3 		$12.8M Sell
448,844
-2,854
-0.6% -$77.3K 2.33% 12
2024
Q2 		$12.2M Buy
+451,698
New +$11.9M 2.33% 13

Other funds holding HEEM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Amarillo National Bank's HEEM Position: Q1 2025 in Review

Amarillo National Bank sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2025, closing a stake of 448,844 shares — an estimated $12.1M sold.

Amarillo National Bank first reported a position in HEEM in Q2 2024 and held it in 3 quarters. The position peaked at $12.8M in Q3 2024. 41 funds tracked by Wall St. Rank hold HEEM as of Q1 2025.

  • Amarillo National Bank reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2025 after selling out during the quarter.
  • Amarillo National Bank sold 448,844 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2025, an estimated $12.1M.
  • Amarillo National Bank first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2024 and held it in 3 quarters.
  • Amarillo National Bank's iShares Currency Hedged MSCI Emerging Markets position peaked at $12.8M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2025.

Based on Amarillo National Bank's 13F filing for Q1 2025, filed 22 Apr 2025.