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Hefren-Tillotson’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Hefren-Tillotson’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
2016
Q1 		– Sell
-133
Closed -$2K – 41
2015
Q4 		$2K Buy
+133
New +$2.86K ﹤0.01% 62

Other funds holding HEEM

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Hefren-Tillotson's HEEM Position: Q1 2016 in Review

Hefren-Tillotson sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2016, closing a stake of 133 shares — an estimated $2K sold.

Hefren-Tillotson first reported a position in HEEM in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 32 funds tracked by Wall St. Rank hold HEEM as of Q1 2016.

  • Hefren-Tillotson reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2016 after selling out during the quarter.
  • Hefren-Tillotson sold 133 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2016, an estimated $2K.
  • Hefren-Tillotson first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2015 and held it in 1 quarter.
  • Hefren-Tillotson's iShares Currency Hedged MSCI Emerging Markets position peaked at $2K in Q4 2015.
  • 32 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2016.

Based on Hefren-Tillotson's 13F filing for Q1 2016, filed 2 May 2016.