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Golden State Wealth Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Golden State Wealth Management’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
Q1 		$110K Sell
2,977
-1,393
-32% -$52.3K 0.01% 496
2025
Q4 		$152K Sell
4,370
-1,687
-28% -$58.3K 0.02% 430
2025
Q3 		$204K Sell
6,057
-561
-8% -$17.7K 0.02% 375
2025
Q2 		$199K Buy
6,618
+2,634
+66% +$74.5K 0.02% 359
2025
Q1 		$112K Buy
+3,984
New +$111K 0.02% 420

Other funds holding HEEM

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Golden State Wealth Management's HEEM Position: Q1 2026 in Review

Golden State Wealth Management reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 32% in Q1 2026, selling an estimated $52.3K and leaving 2,977 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #496.

Golden State Wealth Management first reported a position in HEEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $204K in Q3 2025. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Golden State Wealth Management held 2,977 shares of iShares Currency Hedged MSCI Emerging Markets worth $110K as of Q1 2026.
  • Golden State Wealth Management sold 1,393 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $52.3K.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #496 holding.
  • Golden State Wealth Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2025 and has held it in 5 quarters since.
  • Golden State Wealth Management's iShares Currency Hedged MSCI Emerging Markets position peaked at $204K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.