Concord Wealth Partners’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-61	Closed	-$1.84K	–	855
2025 Q2	$1.84K	Sell	61 -218	-78%	-$6.17K	﹤0.01%	725
2025 Q1	$7.83K	Sell	279 -3,145	-92%	-$87.8K	﹤0.01%	534
2024 Q4	$92.5K	Sell	3,424 -254	-7%	-$7.14K	0.02%	256
2024 Q3	$105K	Sell	3,678 -44,045	-92%	-$1.19M	0.02%	258
2024 Q2	$1.29M	Sell	47,723 -202	-0.4%	-$5.33K	0.23%	88
2024 Q1	$1.23M	Buy	47,925 +4,966	+12%	+$122K	0.22%	88
2023 Q4	$1.06M	Buy	42,959 +1,572	+4%	+$37.6K	0.21%	89
2023 Q3	$978K	Buy	+41,387	New	+$1.01M	0.21%	79

Other funds holding HEEM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Concord Wealth Partners's HEEM Position: Q3 2025 in Review

Concord Wealth Partners sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2025, closing a stake of 61 shares — an estimated $1.84K sold.

Concord Wealth Partners first reported a position in HEEM in Q3 2023 and held it in 8 quarters. The position peaked at $1.29M in Q2 2024. 45 funds tracked by Wall St. Rank hold HEEM as of Q3 2025.

Concord Wealth Partners reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 61 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2025, an estimated $1.84K.
Concord Wealth Partners first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2023 and held it in 8 quarters.
Concord Wealth Partners's iShares Currency Hedged MSCI Emerging Markets position peaked at $1.29M in Q2 2024.
45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.