Cambridge Investment Research Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Cambridge Investment Research Advisors’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
2021 Q2	–	Sell	-6,538	Closed	-$211K	–	3129
2021 Q1	$211K	Buy	+6,538	New	+$215K	﹤0.01%	2571
2018 Q4	–	Sell	-35,980	Closed	-$911K	–	2207
2018 Q3	$911K	Buy	35,980 +25,298	+237%	+$645K	0.01%	1080
2018 Q2	$274K	Buy	+10,682	New	+$284K	﹤0.01%	1798
2016 Q1	–	Sell	-86,100	Closed	-$1.72M	–	1623
2015 Q4	$1.72M	Buy	+86,100	New	+$1.85M	0.04%	387

Other funds holding HEEM

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors's HEEM Position: Q2 2021 in Review

Cambridge Investment Research Advisors sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2021, closing a stake of 6,538 shares — an estimated $211K sold.

Cambridge Investment Research Advisors first reported a position in HEEM in Q4 2015 and held it in 4 quarters. The position peaked at $1.72M in Q4 2015. 34 funds tracked by Wall St. Rank hold HEEM as of Q2 2021.

Cambridge Investment Research Advisors reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q2 2021 after selling out during the quarter.
Cambridge Investment Research Advisors sold 6,538 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2021, an estimated $211K.
Cambridge Investment Research Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2015 and held it in 4 quarters.
Cambridge Investment Research Advisors's iShares Currency Hedged MSCI Emerging Markets position peaked at $1.72M in Q4 2015.
34 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.