Harbor Asset Planning
HEEM icon

Harbor Asset Planning’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Harbor Asset Planning’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
Q3 		$86.2K Buy
2,041
+11
+0.5% +$463 0.06% 156
2026
Q2 		$90.8K Hold
2,030
– – 0.07% 154
2026
Q1 		$74.9K Hold
2,030
– – 0.06% 164
2025
Q4 		$70.6K Buy
+2,030
New +$70.2K 0.06% 162

Other funds holding HEEM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Friedenthal Financial
Friedenthal Financial Marlton, New Jersey $231M AUM 12.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
WPA
Wealth Preservation Advisors Chattanooga, Tennessee $210M AUM 19.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Harbor Asset Planning's HEEM Position: Q3 2026 in Review

Harbor Asset Planning increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 0.54% in Q3 2026, buying an estimated $463 and bringing the position to 2,041 shares worth $86.2K. The position accounts for 0.06% of the portfolio, ranked #156.

Harbor Asset Planning first reported a position in HEEM in Q4 2025 and has held it in 4 quarters since. The position peaked at $90.8K in Q2 2026. 22 funds tracked by Wall St. Rank hold HEEM as of Q3 2026.

  • Harbor Asset Planning held 2,041 shares of iShares Currency Hedged MSCI Emerging Markets worth $86.2K as of Q3 2026.
  • Harbor Asset Planning bought 11 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2026, an estimated $463.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.06% of Harbor Asset Planning's portfolio in Q3 2026, its #156 holding.
  • Harbor Asset Planning first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's iShares Currency Hedged MSCI Emerging Markets position peaked at $90.8K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.