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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
Q2 		$294K Sell
6,562
-796
-11% -$33.5K ﹤0.01% 1867
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 $29.1B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Investments's HEEM Position: Q2 2026 in Review

Atria Investments reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 11% in Q2 2026, selling an estimated $33.5K and leaving 6,562 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Atria Investments first reported a position in HEEM in Q2 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

  • Atria Investments held 6,562 shares of iShares Currency Hedged MSCI Emerging Markets worth $294K as of Q2 2026.
  • Atria Investments sold 796 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2026, an estimated $33.5K.
  • iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1867 holding.
  • Atria Investments first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.