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

Harbour 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
2025
Q1 		– Sell
-10
Closed -$270 – 3601
2024
Q4 		$270 Hold
10
– – ﹤0.01% 3348
2024
Q3 		$284 Buy
+10
New +$271 ﹤0.01% 3253
2024
Q1 		– Sell
-43
Closed -$1.06K – 3265
2023
Q4 		$1.06K Buy
+43
New +$1.03K ﹤0.01% 2814

Other funds holding HEEM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Harbour Investments's HEEM Position: Q1 2025 in Review

Harbour Investments sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2025, closing a stake of 10 shares — an estimated $270 sold.

Harbour Investments first reported a position in HEEM in Q4 2023 and held it in 3 quarters. The position peaked at $1.06K in Q4 2023. 41 funds tracked by Wall St. Rank hold HEEM as of Q1 2025.

  • Harbour Investments reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2025 after selling out during the quarter.
  • Harbour Investments sold 10 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2025, an estimated $270.
  • Harbour Investments first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2023 and held it in 3 quarters.
  • Harbour Investments's iShares Currency Hedged MSCI Emerging Markets position peaked at $1.06K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.