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 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 $26B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise's HEEM Position: Q1 2026 in Review

Ameriprise increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 64% in Q1 2026, buying an estimated $599K and bringing the position to 40,916 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Ameriprise first reported a position in HEEM in Q2 2020 and has held it in 11 quarters since. The position peaked at $6.86M in Q2 2021. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

Ameriprise held 40,916 shares of iShares Currency Hedged MSCI Emerging Markets worth $1.51M as of Q1 2026.
Ameriprise bought 15,938 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $599K.
iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3099 holding.
Ameriprise first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2020 and has held it in 11 quarters since.
Ameriprise's iShares Currency Hedged MSCI Emerging Markets position peaked at $6.86M in Q2 2021.
45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.