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Capital A Wealth Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Capital A Wealth Management’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 		$5.19K Buy
+211
New +$5.97K 0.06% 235
2025
Q1 		– Sell
-18
Closed -$486 – 801
2024
Q4 		$486 Buy
+18
New +$506 ﹤0.01% 660

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Capital A Wealth Management's HEEM Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2025: 211 shares worth $5.19K. The stake represents 0.06% of the portfolio and ranks #235 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in HEEM as recently as Q4 2024.

Capital A Wealth Management first reported a position in HEEM in Q4 2024 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold HEEM as of Q2 2025.

  • Capital A Wealth Management held 211 shares of iShares Currency Hedged MSCI Emerging Markets worth $5.19K as of Q2 2025.
  • iShares Currency Hedged MSCI Emerging Markets was a new Capital A Wealth Management position in Q2 2025.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.06% of Capital A Wealth Management's portfolio in Q2 2025, its #235 holding.
  • Capital A Wealth Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2024 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.