CCFM
HEEM icon

Clear Creek Financial Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Clear Creek Financial 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 		– Sell
-9,866
Closed -$277K – 556
2025
Q1 		$277K Sell
9,866
-200
-2% -$5.58K 0.03% 415
2024
Q4 		$272K Sell
10,066
-1,373
-12% -$38.6K 0.03% 391
2024
Q3 		$325K Sell
11,439
-75
-0.7% -$2.03K 0.04% 331
2024
Q2 		$312K Sell
11,514
-602
-5% -$15.9K 0.04% 330
2024
Q1 		$311K Sell
12,116
-2,193
-15% -$54.1K 0.04% 321
2023
Q4 		$352K Buy
14,309
+958
+7% +$22.9K 0.06% 243
2023
Q3 		$316K Sell
13,351
-340
-2% -$8.29K 0.06% 230
2023
Q2 		$336K Hold
13,691
– – 0.06% 228
2023
Q1 		$329K Buy
13,691
+63
+0.5% +$1.52K 0.06% 216
2022
Q4 		$313K Buy
13,628
+345
+3% +$8.14K 0.07% 204
2022
Q3 		$304K Buy
13,283
+91
+0.7% +$2.27K 0.07% 193
2022
Q2 		$338K Buy
13,192
+192
+1% +$5.02K 0.07% 197
2022
Q1 		$358K Sell
13,000
-675
-5% -$19.4K 0.06% 224
2021
Q4 		$405K Sell
13,675
-186
-1% -$5.68K 0.06% 208
2021
Q3 		$423K Buy
13,861
+28
+0.2% +$876 0.07% 199
2021
Q2 		$457K Buy
+13,833
New +$450K 0.07% 189
2021
Q1 		– Sell
-21,442
Closed -$658K – 133
2020
Q4 		$658K Buy
+21,442
New +$623K 0.13% 156
2020
Q3 		– Sell
-10,250
Closed -$255K – 157
2020
Q2 		$255K Buy
10,250
+200
+2% +$4.68K 0.07% 197
2020
Q1 		$231K Buy
10,050
+50
+0.5% +$1.24K 0.09% 138
2019
Q4 		$271K Buy
+10,000
New +$257K 0.11% 101

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

Clear Creek Financial Management's HEEM Position: Q2 2025 in Review

Clear Creek Financial Management sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2025, closing a stake of 9,866 shares — an estimated $277K sold.

Clear Creek Financial Management first reported a position in HEEM in Q4 2019 and held it in 20 quarters. The position peaked at $658K in Q4 2020. 47 funds tracked by Wall St. Rank hold HEEM as of Q2 2025.

  • Clear Creek Financial Management reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q2 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 9,866 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2025, an estimated $277K.
  • Clear Creek Financial Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2019 and held it in 20 quarters.
  • Clear Creek Financial Management's iShares Currency Hedged MSCI Emerging Markets position peaked at $658K in Q4 2020.
  • 47 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.