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
Q2 		$5.29M Buy
118,228
+1,803
+2% +$75.9K ﹤0.01% 1579
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 $29.1B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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 $673M AUM 20.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 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: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 1.5% in Q2 2026, buying an estimated $75.9K and bringing the position to 118,228 shares worth $5.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Cetera Investment Advisers first reported a position in HEEM in Q1 2025 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

  • Cetera Investment Advisers held 118,228 shares of iShares Currency Hedged MSCI Emerging Markets worth $5.29M as of Q2 2026.
  • Cetera Investment Advisers bought 1,803 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2026, an estimated $75.9K.
  • iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1579 holding.
  • Cetera Investment Advisers first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2025 and has held it in 6 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.