AAS
HEEM icon

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

Avantax 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
Q2 		$3.09M Sell
102,750
-2,112
-2% -$59.8K 0.02% 607
2025
Q1 		$2.94M Buy
104,862
+4,738
+5% +$132K 0.02% 586
2024
Q4 		$2.71M Buy
100,124
+5,063
+5% +$142K 0.02% 591
2024
Q3 		$2.7M Buy
95,061
+4,833
+5% +$131K 0.02% 574
2024
Q2 		$2.45M Buy
90,228
+9,212
+11% +$243K 0.02% 589
2024
Q1 		$2.08M Buy
81,016
+3,995
+5% +$98.5K 0.02% 532
2023
Q4 		$1.89M Buy
77,021
+3,478
+5% +$83.2K 0.02% 521
2023
Q3 		$1.74M Buy
73,543
+4,146
+6% +$101K 0.02% 501
2023
Q2 		$1.7M Buy
69,397
+4,588
+7% +$110K 0.02% 506
2023
Q1 		$1.56M Buy
64,809
+11,627
+22% +$281K 0.02% 514
2022
Q4 		$1.22M Buy
53,182
+2,422
+5% +$57.1K 0.02% 565
2022
Q3 		$1.16M Buy
50,760
+8,835
+21% +$221K 0.02% 516
2022
Q2 		$1.07M Buy
41,925
+10,001
+31% +$262K 0.02% 528
2022
Q1 		$884K Buy
31,924
+11,966
+60% +$343K 0.01% 583
2021
Q4 		$591K Buy
19,958
+8,968
+82% +$274K 0.01% 703
2021
Q3 		$333K Buy
+10,990
New +$344K 0.01% 881
2020
Q4 		– Sell
-17,150
Closed -$466K – 1112
2020
Q3 		$466K Buy
17,150
+9,080
+113% +$245K 0.01% 818
2020
Q2 		$201K Buy
+8,070
New +$189K 0.01% 788

Other funds holding HEEM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's HEEM Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 2% in Q2 2025, selling an estimated $59.8K and leaving 102,750 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #607.

Avantax Advisory Services first reported a position in HEEM in Q2 2020 and has held it in 18 quarters since. 47 funds tracked by Wall St. Rank hold HEEM as of Q2 2025.

  • Avantax Advisory Services held 102,750 shares of iShares Currency Hedged MSCI Emerging Markets worth $3.09M as of Q2 2025.
  • Avantax Advisory Services sold 2,112 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2025, an estimated $59.8K.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #607 holding.
  • Avantax Advisory Services first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2020 and has held it in 18 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.