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

Friedenthal 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
2026 Q3	$6.22M	Buy	147,293 +13,328	+10%	+$561K	2.7%	6
2026 Q2	$5.99M	Sell	133,965 -2,782	-2%	-$117K	2.77%	5
2026 Q1	$5.05M	Sell	136,747 -15	-0%	-$564	2.53%	7
2025 Q4	$4.75M	Sell	136,762 -1,779	-1%	-$61.5K	2.44%	6
2025 Q3	$4.66M	Buy	138,541 +136,975	+8,747%	+$4.31M	2.41%	8
2025 Q2	$47.1K	Buy	1,566 +1	+0.1%	+$28	0.03%	148
2025 Q1	$43.9K	Buy	1,565 +1,552	+11,938%	+$43.3K	0.03%	144
2024 Q4	$352	Buy	+13	New	+$366	﹤0.01%	251

Other funds holding HEEM

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Vertex Planning Partners Downers Grove, Illinois $705M AUM 13.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Friedenthal Financial's HEEM Position: Q3 2026 in Review

Friedenthal Financial increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 9.9% in Q3 2026, buying an estimated $561K and bringing the position to 147,293 shares worth $6.22M. The position accounts for 2.7% of the portfolio, ranked #6.

Friedenthal Financial first reported a position in HEEM in Q4 2024 and has held it in 8 quarters since. 49 funds tracked by Wall St. Rank hold HEEM as of Q3 2026.

Friedenthal Financial held 147,293 shares of iShares Currency Hedged MSCI Emerging Markets worth $6.22M as of Q3 2026.
Friedenthal Financial bought 13,328 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2026, an estimated $561K.
iShares Currency Hedged MSCI Emerging Markets made up 2.7% of Friedenthal Financial's portfolio in Q3 2026, its #6 holding.
Friedenthal Financial first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2024 and has held it in 8 quarters since.
49 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2026.

Based on Friedenthal Financial's 13F filing for Q3 2026, filed 27 Oct 2026.