Commonwealth Equity Services’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Commonwealth Equity Services’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	$3.48M	Sell	77,723 -18,568	-19%	-$781K	﹤0.01%	1672
2026 Q1	$3.56M	Buy	96,291 +23,873	+33%	+$897K	0.01%	1581
2025 Q4	$2.52M	Buy	+72,418	New	+$2.5M	﹤0.01%	1805
2025 Q1	–	Sell	-24,562	Closed	-$664K	–	4218
2024 Q4	$664K	Sell	24,562 -19,626	-44%	-$552K	﹤0.01%	2741
2024 Q3	$1.26M	Sell	44,188 -1,362	-3%	-$36.9K	﹤0.01%	2166
2024 Q2	$1.23M	Sell	45,550 -2,000	-4%	-$52.8K	﹤0.01%	2123
2024 Q1	$1.22M	Sell	47,550 -4,840	-9%	-$119K	﹤0.01%	2107
2023 Q4	$1.29M	Buy	52,390 +1,911	+4%	+$45.7K	﹤0.01%	1993
2023 Q3	$1.19M	Sell	50,479 -1,036	-2%	-$25.3K	﹤0.01%	1950
2023 Q2	$1.26M	Sell	51,515 -4,165	-7%	-$100K	﹤0.01%	1932
2023 Q1	$1.34K	Buy	55,680 +4,624	+9%	+$112K	﹤0.01%	1840
2022 Q4	$1.17M	Buy	51,056 +32,082	+169%	+$757K	﹤0.01%	1867
2022 Q3	$434K	Buy	18,974 +3,125	+20%	+$78.1K	﹤0.01%	2533
2022 Q2	$405K	Sell	15,849 -125	-0.8%	-$3.27K	﹤0.01%	2575
2022 Q1	$439K	Buy	15,974 +1,447	+10%	+$41.5K	﹤0.01%	2629
2021 Q4	$430K	Sell	14,527 -766	-5%	-$23.4K	﹤0.01%	2663
2021 Q3	$466K	Buy	15,293 +863	+6%	+$27K	﹤0.01%	2527
2021 Q2	$476K	Buy	14,430 +817	+6%	+$26.6K	﹤0.01%	2509
2021 Q1	$439K	Sell	13,613 -2,526	-16%	-$83K	﹤0.01%	2432
2020 Q4	$495K	Buy	16,139 +8,453	+110%	+$246K	﹤0.01%	2155
2020 Q3	$208K	Sell	7,686 -866	-10%	-$23.4K	﹤0.01%	2686
2020 Q2	$213K	Buy	+8,552	New	+$200K	﹤0.01%	2540
2020 Q1	–	Sell	-22,555	Closed	-$597K	–	2884
2019 Q4	$597K	Buy	22,555 +5,841	+35%	+$150K	﹤0.01%	1765
2019 Q3	$411K	Buy	16,714 +1,145	+7%	+$28.3K	﹤0.01%	1978
2019 Q2	$396K	Sell	15,569 -4,329	-22%	-$110K	﹤0.01%	1981
2019 Q1	$507K	Buy	19,898 +2,019	+11%	+$50.1K	﹤0.01%	1741
2018 Q4	$411K	Buy	+17,879	New	+$426K	﹤0.01%	1784
2017 Q4	–	Sell	-8,085	Closed	-$209K	–	2697
2017 Q3	$209K	Sell	8,085 -2,251	-22%	-$56.8K	﹤0.01%	2251
2017 Q2	$249K	Hold	10,336	–	–	﹤0.01%	2059
2017 Q1	$235K	Buy	10,336 +693	+7%	+$15.5K	﹤0.01%	2037
2016 Q4	$205K	Buy	9,643 +333	+4%	+$7.17K	﹤0.01%	2038
2016 Q3	$205K	Sell	9,310 -927	-9%	-$20.1K	﹤0.01%	1973
2016 Q2	$213K	Sell	10,237 -11,567	-53%	-$236K	﹤0.01%	1906
2016 Q1	$451K	Buy	21,804 +6,892	+46%	+$133K	﹤0.01%	1378
2015 Q4	$298K	Buy	14,912 +165	+1%	+$3.55K	﹤0.01%	1607
2015 Q3	$310K	Sell	14,747 -3,909	-21%	-$86.3K	﹤0.01%	1529
2015 Q2	$451K	Buy	+18,656	New	+$470K	﹤0.01%	1385

Other funds holding HEEM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Commonwealth Equity Services's HEEM Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 19% in Q2 2026, selling an estimated $781K and leaving 77,723 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Commonwealth Equity Services first reported a position in HEEM in Q2 2015 and has held it in 37 quarters since. The position peaked at $3.56M in Q1 2026. 16 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

Commonwealth Equity Services held 77,723 shares of iShares Currency Hedged MSCI Emerging Markets worth $3.48M as of Q2 2026.
Commonwealth Equity Services sold 18,568 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2026, an estimated $781K.
iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1672 holding.
Commonwealth Equity Services first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2015 and has held it in 37 quarters since.
Commonwealth Equity Services's iShares Currency Hedged MSCI Emerging Markets position peaked at $3.56M in Q1 2026.
16 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.