Global Financial Private Client’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Global Financial Private Client’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
2020 Q4	–	Sell	-438	Closed	-$11.9K	–	577
2020 Q3	$11.9K	Sell	438 -1,354	-76%	-$36.6K	0.01%	296
2020 Q2	$45.1K	Sell	1,792 -5,897	-77%	-$138K	0.04%	223
2020 Q1	$159K	Sell	7,689 -543	-7%	-$13.4K	0.17%	113
2019 Q4	$218K	Buy	+8,232	New	+$212K	0.18%	107

Other funds holding HEEM

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Financial Private Client's HEEM Position: Q4 2020 in Review

Global Financial Private Client sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q4 2020, closing a stake of 438 shares — an estimated $11.9K sold.

Global Financial Private Client first reported a position in HEEM in Q4 2019 and held it in 4 quarters. The position peaked at $218K in Q4 2019. 33 funds tracked by Wall St. Rank hold HEEM as of Q4 2020.

Global Financial Private Client reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q4 2020 after selling out during the quarter.
Global Financial Private Client sold 438 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2020, an estimated $11.9K.
Global Financial Private Client first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2019 and held it in 4 quarters.
Global Financial Private Client's iShares Currency Hedged MSCI Emerging Markets position peaked at $218K in Q4 2019.
33 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2020.

Based on Global Financial Private Client's 13F filing for Q4 2020, filed 16 May 2024.