HighTower Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

HighTower Advisors’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	$329K	Hold	8,914	–	–	﹤0.01%	3087
2025 Q4	$310K	Hold	8,914	–	–	﹤0.01%	3020
2025 Q3	$300K	Hold	8,914	–	–	﹤0.01%	3043
2025 Q2	$268K	Hold	8,914	–	–	﹤0.01%	3031
2025 Q1	$250K	Hold	8,914	–	–	﹤0.01%	3014
2024 Q4	$241K	Hold	8,914	–	–	﹤0.01%	3054
2024 Q3	$253K	Hold	8,914	–	–	﹤0.01%	2949
2024 Q2	$242K	Buy	8,914 +914	+11%	+$24.1K	﹤0.01%	2888
2024 Q1	$205K	Buy	+8,000	New	+$197K	﹤0.01%	2972
2022 Q3	–	Sell	-8,544	Closed	-$219K	–	3252
2022 Q2	$219K	Hold	8,544	–	–	﹤0.01%	2578
2022 Q1	$235K	Hold	8,544	–	–	﹤0.01%	2708
2021 Q4	$253K	Hold	8,544	–	–	﹤0.01%	2590
2021 Q3	$261K	Hold	8,544	–	–	﹤0.01%	2514
2021 Q2	$282K	Hold	8,544	–	–	﹤0.01%	2412
2021 Q1	$276K	Sell	8,544 -6,424	-43%	-$211K	﹤0.01%	2362
2020 Q4	$460K	Sell	14,968 -12,759	-46%	-$371K	﹤0.01%	1679
2020 Q3	$751K	Sell	27,727 -2,641	-9%	-$71.4K	﹤0.01%	1364
2020 Q2	$759K	Sell	30,368 -866	-3%	-$20.3K	﹤0.01%	1248
2020 Q1	$667K	Sell	31,234 -248,367	-89%	-$6.15M	﹤0.01%	1200
2019 Q4	$7.39M	Buy	279,601 +613	+0.2%	+$15.8K	0.04%	417
2019 Q3	$6.88M	Buy	278,988 +12,304	+5%	+$304K	0.04%	449
2019 Q2	$6.8M	Buy	266,684 +11,335	+4%	+$287K	0.04%	453
2019 Q1	$6.5M	Buy	255,349 +53,769	+27%	+$1.34M	0.04%	427
2018 Q4	$4.66M	Buy	201,580 +159,355	+377%	+$3.8M	0.04%	479
2018 Q3	$1.07M	Buy	42,225 +34,225	+428%	+$873K	0.01%	1098
2018 Q2	$205K	Hold	8,000	–	–	﹤0.01%	1888
2018 Q1	$216K	Buy	+8,000	New	+$219K	﹤0.01%	1837

Other funds holding HEEM

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HighTower Advisors's HEEM Position: Q1 2026 in Review

HighTower Advisors held its iShares Currency Hedged MSCI Emerging Markets (HEEM) position steady in Q1 2026 at 8,914 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3087.

HighTower Advisors first reported a position in HEEM in Q1 2018 and has held it in 27 quarters since. The position peaked at $7.39M in Q4 2019. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

HighTower Advisors held 8,914 shares of iShares Currency Hedged MSCI Emerging Markets worth $329K as of Q1 2026.
HighTower Advisors left its iShares Currency Hedged MSCI Emerging Markets share count unchanged in Q1 2026.
iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3087 holding.
HighTower Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2018 and has held it in 27 quarters since.
HighTower Advisors's iShares Currency Hedged MSCI Emerging Markets position peaked at $7.39M in Q4 2019.
45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.