IMA Advisory Services’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

IMA Advisory Services’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
2020 Q1	–	Sell	-213	Closed	-$6K	–	273
2019 Q4	$6K	Hold	213	–	–	﹤0.01%	242
2019 Q3	$5K	Buy	213 +2	+0.9%	+$49	﹤0.01%	252
2019 Q2	$5K	Buy	+211	New	+$5.34K	﹤0.01%	241

Other funds holding HEEM

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

WBG

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

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

MIFH

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IMA Advisory Services's HEEM Position: Q1 2020 in Review

IMA Advisory Services sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2020, closing a stake of 213 shares — an estimated $6K sold.

IMA Advisory Services first reported a position in HEEM in Q2 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 36 funds tracked by Wall St. Rank hold HEEM as of Q1 2020.

IMA Advisory Services reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2020 after selling out during the quarter.
IMA Advisory Services sold 213 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2020, an estimated $6K.
IMA Advisory Services first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2019 and held it in 3 quarters.
IMA Advisory Services's iShares Currency Hedged MSCI Emerging Markets position peaked at $6K in Q4 2019.
36 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2020.

Based on IMA Advisory Services's 13F filing for Q1 2020, filed 14 Apr 2020.