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

INVST’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 Q2	$209K	Buy	+4,674	New	+$197K	0.02%	331

Other funds holding HEEM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

INVST's HEEM Position: Q2 2026 in Review

INVST opened a new position in iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2026: 4,674 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #331 among its holdings.

54 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

INVST held 4,674 shares of iShares Currency Hedged MSCI Emerging Markets worth $209K as of Q2 2026.
iShares Currency Hedged MSCI Emerging Markets was a new INVST position in Q2 2026.
iShares Currency Hedged MSCI Emerging Markets made up 0.02% of INVST's portfolio in Q2 2026, its #331 holding.
54 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.