Ameritas Advisory Services’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Ameritas Advisory Services’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 Q3	–	Sell	-215	Closed	-$6.47K	–	2463
2025 Q2	$6.47K	Buy	+215	New	+$6.08K	﹤0.01%	2161
2023 Q2	–	Sell	-215	Closed	-$5.11K	–	1408
2023 Q1	$5.11K	Buy	+215	New	+$5.19K	﹤0.01%	2143

Other funds holding HEEM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameritas Advisory Services's HEEM Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2025, closing a stake of 215 shares — an estimated $6.47K sold.

Ameritas Advisory Services first reported a position in HEEM in Q1 2023 and held it in 2 quarters. The position peaked at $6.47K in Q2 2025. 45 funds tracked by Wall St. Rank hold HEEM as of Q3 2025.

Ameritas Advisory Services reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 215 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2025, an estimated $6.47K.
Ameritas Advisory Services first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's iShares Currency Hedged MSCI Emerging Markets position peaked at $6.47K in Q2 2025.
45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.