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Fluent Financial’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Fluent Financial’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
2018
Q2 		– Sell
-62,942
Closed -$1.7M – 78
2018
Q1 		$1.7M Buy
62,942
+7,765
+14% +$213K 1.18% 30
2017
Q4 		$1.52M Buy
+55,177
New +$1.46M 1.06% 31

Other funds holding HEEM

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fluent Financial's HEEM Position: Q2 2018 in Review

Fluent Financial sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2018, closing a stake of 62,942 shares — an estimated $1.7M sold.

Fluent Financial first reported a position in HEEM in Q4 2017 and held it in 2 quarters. The position peaked at $1.7M in Q1 2018. 42 funds tracked by Wall St. Rank hold HEEM as of Q2 2018.

  • Fluent Financial reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q2 2018 after selling out during the quarter.
  • Fluent Financial sold 62,942 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2018, an estimated $1.7M.
  • Fluent Financial first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2017 and held it in 2 quarters.
  • Fluent Financial's iShares Currency Hedged MSCI Emerging Markets position peaked at $1.7M in Q1 2018.
  • 42 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2018.

Based on Fluent Financial's 13F filing for Q2 2018, filed 7 Aug 2018.