Cranbrook Wealth Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Cranbrook Wealth 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
2026 Q2	$366K	Hold	8,173	–	–	0.07%	104
2026 Q1	$302K	Hold	8,173	–	–	0.06%	106
2025 Q4	$284K	Hold	8,173	–	–	0.06%	106
2025 Q3	$275K	Hold	8,173	–	–	0.06%	107
2025 Q2	$246K	Buy	+8,173	New	+$231K	0.05%	107

Other funds holding HEEM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cranbrook Wealth Management's HEEM Position: Q2 2026 in Review

Cranbrook Wealth Management held its iShares Currency Hedged MSCI Emerging Markets (HEEM) position steady in Q2 2026 at 8,173 shares worth $366K. The position accounts for 0.07% of the portfolio, ranked #104.

Cranbrook Wealth Management first reported a position in HEEM in Q2 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

Cranbrook Wealth Management held 8,173 shares of iShares Currency Hedged MSCI Emerging Markets worth $366K as of Q2 2026.
Cranbrook Wealth Management left its iShares Currency Hedged MSCI Emerging Markets share count unchanged in Q2 2026.
iShares Currency Hedged MSCI Emerging Markets made up 0.07% of Cranbrook Wealth Management's portfolio in Q2 2026, its #104 holding.
Cranbrook Wealth Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2025 and has held it in 5 quarters since.
54 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.