FWP
HEEM icon

Forefront Wealth Partners’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Forefront Wealth Partners’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
Q4 		– Sell
-47,743
Closed -$1.61M – 163
2025
Q3 		$1.61M Buy
+47,743
New +$1.5M 0.4% 62

Other funds holding HEEM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Forefront Wealth Partners's HEEM Position: Q4 2025 in Review

Forefront Wealth Partners sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q4 2025, closing a stake of 47,743 shares — an estimated $1.61M sold.

Forefront Wealth Partners first reported a position in HEEM in Q3 2025 and held it in 1 quarter. The position peaked at $1.61M in Q3 2025. 47 funds tracked by Wall St. Rank hold HEEM as of Q4 2025.

  • Forefront Wealth Partners reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 47,743 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2025, an estimated $1.61M.
  • Forefront Wealth Partners first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's iShares Currency Hedged MSCI Emerging Markets position peaked at $1.61M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.