Global Wealth Management Investment Advisory’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Global Wealth Management Investment 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
2019 Q1	–	Sell	-445	Closed	-$10K	–	710
2018 Q4	$10K	Buy	+445	New	+$10.6K	0.01%	382

Other funds holding HEEM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Wealth Management Investment Advisory's HEEM Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2019, closing a stake of 445 shares — an estimated $10K sold.

Global Wealth Management Investment Advisory first reported a position in HEEM in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 43 funds tracked by Wall St. Rank hold HEEM as of Q1 2019.

Global Wealth Management Investment Advisory reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2019 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 445 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2019, an estimated $10K.
Global Wealth Management Investment Advisory first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2018 and held it in 1 quarter.
Global Wealth Management Investment Advisory's iShares Currency Hedged MSCI Emerging Markets position peaked at $10K in Q4 2018.
43 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.