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Andrew C. Karlinski’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Andrew C. Karlinski’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
2022
Q4 		– Sell
-450
Closed -$10K – 100
2022
Q3 		$10K Hold
450
– – 0.02% 157
2022
Q2 		$12K Hold
450
– – 0.02% 161
2022
Q1 		$12K Buy
+450
New +$12.9K 0.02% 160

Other funds holding HEEM

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Andrew C. Karlinski's HEEM Position: Q4 2022 in Review

Andrew C. Karlinski sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q4 2022, closing a stake of 450 shares — an estimated $10K sold.

Andrew C. Karlinski first reported a position in HEEM in Q1 2022 and held it in 3 quarters. The position peaked at $12K in Q2 2022. 37 funds tracked by Wall St. Rank hold HEEM as of Q4 2022.

  • Andrew C. Karlinski reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 450 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2022, an estimated $10K.
  • Andrew C. Karlinski first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2022 and held it in 3 quarters.
  • Andrew C. Karlinski's iShares Currency Hedged MSCI Emerging Markets position peaked at $12K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.