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

AssetMark Inc’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 Q3	$12.8K	Hold	303	–	–	﹤0.01%	2422
2026 Q2	$13.6K	Hold	303	–	–	﹤0.01%	2334
2026 Q1	$11.2K	Hold	303	–	–	﹤0.01%	2277
2025 Q4	$10.5K	Buy	+303	New	+$10.5K	﹤0.01%	2199

Other funds holding HEEM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

AssetMark Inc's HEEM Position: Q3 2026 in Review

AssetMark Inc held its iShares Currency Hedged MSCI Emerging Markets (HEEM) position steady in Q3 2026 at 303 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

AssetMark Inc first reported a position in HEEM in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.6K in Q2 2026. 4 funds tracked by Wall St. Rank hold HEEM as of Q3 2026.

AssetMark Inc held 303 shares of iShares Currency Hedged MSCI Emerging Markets worth $12.8K as of Q3 2026.
AssetMark Inc left its iShares Currency Hedged MSCI Emerging Markets share count unchanged in Q3 2026.
iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2422 holding.
AssetMark Inc first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2025 and has held it in 4 quarters since.
AssetMark Inc's iShares Currency Hedged MSCI Emerging Markets position peaked at $13.6K in Q2 2026.
4 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.