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

Atria Investments’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 		$272K Sell
7,358
-530
-7% -$19.9K ﹤0.01% 1814
2025
Q4 		$274K Buy
7,888
+1,316
+20% +$45.5K ﹤0.01% 1788
2025
Q3 		$221K Sell
6,572
-263
-4% -$8.29K ﹤0.01% 1892
2025
Q2 		$206K Buy
+6,835
New +$193K ﹤0.01% 1917

Other funds holding HEEM

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments's HEEM Position: Q1 2026 in Review

Atria Investments reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 6.7% in Q1 2026, selling an estimated $19.9K and leaving 7,358 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Atria Investments first reported a position in HEEM in Q2 2025 and has held it in 4 quarters since. The position peaked at $274K in Q4 2025. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Atria Investments held 7,358 shares of iShares Currency Hedged MSCI Emerging Markets worth $272K as of Q1 2026.
  • Atria Investments sold 530 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $19.9K.
  • iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1814 holding.
  • Atria Investments first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's iShares Currency Hedged MSCI Emerging Markets position peaked at $274K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.