Cetera Investment Advisers
HEEM icon

Cetera Investment Advisers’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$4.3M Buy
116,425
+598
+0.5% +$22.5K ﹤0.01% 1612
2025
Q4 		$4.03M Sell
115,827
-1,363
-1% -$47.1K ﹤0.01% 1612
2025
Q3 		$3.94M Buy
117,190
+105,729
+923% +$3.33M ﹤0.01% 1618
2025
Q2 		$345K Buy
11,461
+3,045
+36% +$86.2K ﹤0.01% 3277
2025
Q1 		$236K Buy
+8,416
New +$235K ﹤0.01% 3472

Other funds holding HEEM

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers's HEEM Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 0.52% in Q1 2026, buying an estimated $22.5K and bringing the position to 116,425 shares worth $4.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Cetera Investment Advisers first reported a position in HEEM in Q1 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Cetera Investment Advisers held 116,425 shares of iShares Currency Hedged MSCI Emerging Markets worth $4.3M as of Q1 2026.
  • Cetera Investment Advisers bought 598 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $22.5K.
  • iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1612 holding.
  • Cetera Investment Advisers first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.