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Gradient Investments’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-197
Closed -$5.34K – 738
2024
Q2 		$5.34K Buy
+197
New +$5.2K ﹤0.01% 848

Other funds holding HEEM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Gradient Investments's HEEM Position: Q3 2024 in Review

Gradient Investments sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2024, closing a stake of 197 shares — an estimated $5.34K sold.

Gradient Investments first reported a position in HEEM in Q2 2024 and held it in 1 quarter. The position peaked at $5.34K in Q2 2024. 38 funds tracked by Wall St. Rank hold HEEM as of Q3 2024.

  • Gradient Investments reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 197 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2024, an estimated $5.34K.
  • Gradient Investments first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's iShares Currency Hedged MSCI Emerging Markets position peaked at $5.34K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.