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

Decker Retirement 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
2025
Q1 		– Sell
-460
Closed -$12.4K – 377
2024
Q4 		$12.4K Buy
+460
New +$12.9K 0.01% 238

Other funds holding HEEM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Decker Retirement Planning's HEEM Position: Q1 2025 in Review

Decker Retirement Planning sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2025, closing a stake of 460 shares — an estimated $12.4K sold.

Decker Retirement Planning first reported a position in HEEM in Q4 2024 and held it in 1 quarter. The position peaked at $12.4K in Q4 2024. 41 funds tracked by Wall St. Rank hold HEEM as of Q1 2025.

  • Decker Retirement Planning reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 460 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2025, an estimated $12.4K.
  • Decker Retirement Planning first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2024 and held it in 1 quarter.
  • Decker Retirement Planning's iShares Currency Hedged MSCI Emerging Markets position peaked at $12.4K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2025.

Based on Decker Retirement Planning's 13F filing for Q1 2025, filed 24 Apr 2025.