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

IFP 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
2019 Q1	–	Sell	-65	Closed	-$2K	–	2789
2018 Q4	$2K	Sell	65 -250	-79%	-$5.96K	﹤0.01%	3159
2018 Q3	$8K	Hold	315	–	–	﹤0.01%	2969
2018 Q2	$8K	Hold	315	–	–	﹤0.01%	3028
2018 Q1	$8K	Hold	315	–	–	﹤0.01%	2919
2017 Q4	$8K	Hold	315	–	–	﹤0.01%	2964
2017 Q3	$8K	Hold	315	–	–	﹤0.01%	3148
2017 Q2	$8K	Buy	315 +250	+385%	+$5.89K	﹤0.01%	3158
2017 Q1	$1K	Buy	+65	New	+$1.45K	﹤0.01%	3810
2016 Q4	–	Sell	-60	Closed	-$1K	–	4044
2016 Q3	$1K	Hold	60	–	–	﹤0.01%	3730
2016 Q2	$1K	Buy	+60	New	+$1.23K	﹤0.01%	3625
2016 Q1	–	Sell	-60	Closed	-$1K	–	2810
2015 Q4	$1K	Buy	+60	New	+$1.29K	﹤0.01%	3521

Other funds holding HEEM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IFP Advisors's HEEM Position: Q1 2019 in Review

IFP Advisors sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2019, closing a stake of 65 shares — an estimated $2K sold.

IFP Advisors first reported a position in HEEM in Q4 2015 and held it in 11 quarters. The position peaked at $8K in Q3 2018. 43 funds tracked by Wall St. Rank hold HEEM as of Q1 2019.

IFP Advisors reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 65 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2019, an estimated $2K.
IFP Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2015 and held it in 11 quarters.
IFP Advisors's iShares Currency Hedged MSCI Emerging Markets position peaked at $8K in Q3 2018.
43 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.