Concourse Financial Group Securities’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Concourse Financial Group Securities’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
2019 Q1	–	Sell	-188	Closed	-$4.67K	–	2320
2018 Q4	$4K	Buy	188 +11	+6%	+$262	﹤0.01%	1729
2018 Q3	$4K	Buy	+177	New	+$4.51K	﹤0.01%	1452

Other funds holding HEEM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Concourse Financial Group Securities's HEEM Position: Q1 2019 in Review

Concourse Financial Group Securities sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2019, closing a stake of 188 shares — an estimated $4.67K sold.

Concourse Financial Group Securities first reported a position in HEEM in Q3 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2018. 43 funds tracked by Wall St. Rank hold HEEM as of Q1 2019.

Concourse Financial Group Securities reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2019 after selling out during the quarter.
Concourse Financial Group Securities sold 188 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2019, an estimated $4.67K.
Concourse Financial Group Securities first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2018 and held it in 2 quarters.
Concourse Financial Group Securities's iShares Currency Hedged MSCI Emerging Markets position peaked at $4K in Q4 2018.
43 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2019.

Based on Concourse Financial Group Securities's 13F filing for Q1 2019, filed 15 May 2019.