EWM
HEEM icon

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

Endowment 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
2023
Q2 		– Sell
-10,747
Closed -$258K – 139
2023
Q1 		$258K Sell
10,747
-469
-4% -$11.3K 0.26% 100
2022
Q4 		$257K Buy
+11,216
New +$265K 0.28% 96

Other funds holding HEEM

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Endowment Wealth Management's HEEM Position: Q2 2023 in Review

Endowment Wealth Management sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2023, closing a stake of 10,747 shares — an estimated $258K sold.

Endowment Wealth Management first reported a position in HEEM in Q4 2022 and held it in 2 quarters. The position peaked at $258K in Q1 2023. 35 funds tracked by Wall St. Rank hold HEEM as of Q2 2023.

  • Endowment Wealth Management reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q2 2023 after selling out during the quarter.
  • Endowment Wealth Management sold 10,747 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2023, an estimated $258K.
  • Endowment Wealth Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2022 and held it in 2 quarters.
  • Endowment Wealth Management's iShares Currency Hedged MSCI Emerging Markets position peaked at $258K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2023.

Based on Endowment Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.