Capital Analysts LLC’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Capital Analysts LLC’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
2024 Q4	–	Sell	-1,000	Closed	-$28K	–	1332
2024 Q3	$28K	Hold	1,000	–	–	﹤0.01%	837
2024 Q2	$27K	Hold	1,000	–	–	﹤0.01%	809
2024 Q1	$26K	Hold	1,000	–	–	﹤0.01%	773
2023 Q4	$25K	Hold	1,000	–	–	﹤0.01%	781
2023 Q3	$24K	Hold	1,000	–	–	﹤0.01%	742
2023 Q2	$25K	Buy	+1,000	New	+$24.1K	﹤0.01%	691

Other funds holding HEEM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

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

CCM

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Capital Analysts LLC's HEEM Position: Q4 2024 in Review

Capital Analysts LLC sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q4 2024, closing a stake of 1,000 shares — an estimated $28K sold.

Capital Analysts LLC first reported a position in HEEM in Q2 2023 and held it in 6 quarters. The position peaked at $28K in Q3 2024. 45 funds tracked by Wall St. Rank hold HEEM as of Q4 2024.

Capital Analysts LLC reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q4 2024 after selling out during the quarter.
Capital Analysts LLC sold 1,000 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2024, an estimated $28K.
Capital Analysts LLC first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2023 and held it in 6 quarters.
Capital Analysts LLC's iShares Currency Hedged MSCI Emerging Markets position peaked at $28K in Q3 2024.
45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.