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

Edge 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
2017
Q4 		– Sell
-330
Closed -$9K – 549
2017
Q3 		$9K Buy
+330
New +$8.33K ﹤0.01% 382

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
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Edge Wealth Management's HEEM Position: Q4 2017 in Review

Edge Wealth Management sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q4 2017, closing a stake of 330 shares — an estimated $9K sold.

Edge Wealth Management first reported a position in HEEM in Q3 2017 and held it in 1 quarter. The position peaked at $9K in Q3 2017. 38 funds tracked by Wall St. Rank hold HEEM as of Q4 2017.

  • Edge Wealth Management reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q4 2017 after selling out during the quarter.
  • Edge Wealth Management sold 330 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2017, an estimated $9K.
  • Edge Wealth Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2017 and held it in 1 quarter.
  • Edge Wealth Management's iShares Currency Hedged MSCI Emerging Markets position peaked at $9K in Q3 2017.
  • 38 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2017.

Based on Edge Wealth Management's 13F filing for Q4 2017, filed 18 Jan 2018.