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Homrich & Berg’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Homrich & Berg’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
2018
Q1 		– Sell
-11,566
Closed -$306K – 343
2017
Q4 		$306K Buy
+11,566
New +$307K 0.02% 253

Other funds holding HEEM

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Homrich & Berg's HEEM Position: Q1 2018 in Review

Homrich & Berg sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2018, closing a stake of 11,566 shares — an estimated $306K sold.

Homrich & Berg first reported a position in HEEM in Q4 2017 and held it in 1 quarter. The position peaked at $306K in Q4 2017. 38 funds tracked by Wall St. Rank hold HEEM as of Q1 2018.

  • Homrich & Berg reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2018 after selling out during the quarter.
  • Homrich & Berg sold 11,566 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2018, an estimated $306K.
  • Homrich & Berg first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2017 and held it in 1 quarter.
  • Homrich & Berg's iShares Currency Hedged MSCI Emerging Markets position peaked at $306K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2018.

Based on Homrich & Berg's 13F filing for Q1 2018, filed 15 May 2018.