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Israel Discount Bank of New York’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Israel Discount Bank of New York’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
2017
Q4 		– Sell
-3,550
Closed -$91K – 423
2017
Q3 		$91K Sell
3,550
-300
-8% -$7.57K 0.07% 140
2017
Q2 		$93K Sell
3,850
-294,559
-99% -$6.93M 0.07% 130
2017
Q1 		$6.79M Buy
298,409
+17,605
+6% +$393K 5.56% 3
2016
Q4 		$5.96M Buy
+280,804
New +$6.05M 5.38% 3

Other funds holding HEEM

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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 $2.99B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.22B AUM 28.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 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 88.42% 1-Year Est. Return

Israel Discount Bank of New York's HEEM Position: Q4 2017 in Review

Israel Discount Bank of New York sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q4 2017, closing a stake of 3,550 shares — an estimated $91K sold.

Israel Discount Bank of New York first reported a position in HEEM in Q4 2016 and held it in 4 quarters. The position peaked at $6.79M in Q1 2017. 38 funds tracked by Wall St. Rank hold HEEM as of Q4 2017.

  • Israel Discount Bank of New York reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q4 2017 after selling out during the quarter.
  • Israel Discount Bank of New York sold 3,550 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2017, an estimated $91K.
  • Israel Discount Bank of New York first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2016 and held it in 4 quarters.
  • Israel Discount Bank of New York's iShares Currency Hedged MSCI Emerging Markets position peaked at $6.79M in Q1 2017.
  • 38 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2017.

Based on Israel Discount Bank of New York's 13F filing for Q4 2017, filed 13 Feb 2018.