Ameriprise’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Ameriprise’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 Q2	$1.81M	Sell	40,464 -452	-1%	-$19K	﹤0.01%	3130
2026 Q1	$1.51M	Buy	40,916 +15,938	+64%	+$599K	﹤0.01%	3099
2025 Q4	$868K	Sell	24,978 -1,270	-5%	-$43.9K	﹤0.01%	3404
2025 Q3	$884K	Buy	26,248 +1,146	+5%	+$36.1K	﹤0.01%	3416
2025 Q2	$754K	Sell	25,102 -1,398	-5%	-$39.6K	﹤0.01%	3381
2025 Q1	$744K	Buy	+26,500	New	+$740K	﹤0.01%	3335
2022 Q4	–	Sell	-10,623	Closed	-$243K	–	4004
2022 Q3	$243K	Buy	+10,623	New	+$265K	﹤0.01%	3649
2021 Q3	–	Sell	-207,603	Closed	-$6.86M	–	3898
2021 Q2	$6.86M	Buy	207,603 +30,533	+17%	+$992K	﹤0.01%	2226
2021 Q1	$5.7M	Buy	177,070 +20,177	+13%	+$663K	﹤0.01%	2322
2020 Q4	$4.81M	Buy	156,893 +31,760	+25%	+$923K	﹤0.01%	2298
2020 Q3	$3.39M	Buy	125,133 +60,540	+94%	+$1.64M	﹤0.01%	2348
2020 Q2	$1.61M	Buy	+64,593	New	+$1.51M	﹤0.01%	2708

Other funds holding HEEM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

VPP

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise's HEEM Position: Q2 2026 in Review

Ameriprise reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 1.1% in Q2 2026, selling an estimated $19K and leaving 40,464 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #3130.

Ameriprise first reported a position in HEEM in Q2 2020 and has held it in 12 quarters since. The position peaked at $6.86M in Q2 2021. 54 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

Ameriprise held 40,464 shares of iShares Currency Hedged MSCI Emerging Markets worth $1.81M as of Q2 2026.
Ameriprise sold 452 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2026, an estimated $19K.
iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3130 holding.
Ameriprise first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2020 and has held it in 12 quarters since.
Ameriprise's iShares Currency Hedged MSCI Emerging Markets position peaked at $6.86M in Q2 2021.
54 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.