Creative Planning
HEEM icon

Creative Planning’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-353
Closed -$9K – 2669
2017
Q2 		$9K Buy
+353
New +$8.31K ﹤0.01% 3686

Other funds holding HEEM

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's HEEM Position: Q3 2017 in Review

Creative Planning sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2017, closing a stake of 353 shares — an estimated $9K sold.

Creative Planning first reported a position in HEEM in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 39 funds tracked by Wall St. Rank hold HEEM as of Q3 2017.

  • Creative Planning reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 353 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2017 and held it in 1 quarter.
  • Creative Planning's iShares Currency Hedged MSCI Emerging Markets position peaked at $9K in Q2 2017.
  • 39 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.