EWA
HEEM icon

EverSource Wealth Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

EverSource Wealth Advisors’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 		$388K Buy
+8,669
New +$365K 0.01% 679

Other funds holding HEEM

FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

EverSource Wealth Advisors's HEEM Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2026: 8,669 shares worth $388K. The stake represents 0.01% of the portfolio and ranks #679 among its holdings.

13 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

  • EverSource Wealth Advisors held 8,669 shares of iShares Currency Hedged MSCI Emerging Markets worth $388K as of Q2 2026.
  • iShares Currency Hedged MSCI Emerging Markets was a new EverSource Wealth Advisors position in Q2 2026.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #679 holding.
  • 13 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.