GRP
HEEM icon

Global Retirement Partners’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Global Retirement 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
2026
Q2 		$642K Buy
+14,359
New +$604K 0.01% 919
2025
Q4 		$6.98K Sell
201
-47
-19% -$1.63K ﹤0.01% 3307
2025
Q3 		$8.34K Buy
248
+2
+0.8% +$63 ﹤0.01% 2768
2025
Q2 		$7.39K Buy
+246
New +$6.96K ﹤0.01% 2739
2024
Q4 		$6.64K Buy
246
+4
+2% +$112 ﹤0.01% 2559
2024
Q3 		$6.87K Buy
242
+2
+0.8% +$54 ﹤0.01% 2432
2024
Q2 		$6.5K Hold
240
– – ﹤0.01% 2489
2024
Q1 		$6.16K Buy
+240
New +$5.92K ﹤0.01% 2317

Other funds holding HEEM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Global Retirement Partners's HEEM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2026: 14,359 shares worth $642K. The stake represents 0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HEEM as recently as Q4 2025.

Global Retirement Partners first reported a position in HEEM in Q1 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

  • Global Retirement Partners held 14,359 shares of iShares Currency Hedged MSCI Emerging Markets worth $642K as of Q2 2026.
  • iShares Currency Hedged MSCI Emerging Markets was a new Global Retirement Partners position in Q2 2026.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #919 holding.
  • Global Retirement Partners first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2024 and has held it in 8 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.