Carson Wealth (CWM LLC)
HEEM icon

Carson Wealth (CWM LLC)’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Carson Wealth (CWM 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
2023
Q4 		– Sell
-63
Closed -$1K – 4290
2023
Q3 		$1K Buy
+63
New +$1.54K ﹤0.01% 3992

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
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HEEM Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q4 2023, closing a stake of 63 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in HEEM in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 38 funds tracked by Wall St. Rank hold HEEM as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 63 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s iShares Currency Hedged MSCI Emerging Markets position peaked at $1K in Q3 2023.
  • 38 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.