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Gladstone Institutional Advisory’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Gladstone Institutional Advisory’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 		$210K Buy
+4,699
New +$198K 0.01% 856

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Gladstone Institutional Advisory's HEEM Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2026: 4,699 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #856 among its holdings.

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

  • Gladstone Institutional Advisory held 4,699 shares of iShares Currency Hedged MSCI Emerging Markets worth $210K as of Q2 2026.
  • iShares Currency Hedged MSCI Emerging Markets was a new Gladstone Institutional Advisory position in Q2 2026.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #856 holding.
  • 12 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.