Jones Financial Companies
HEEM icon

Jones Financial Companies’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Jones Financial Companies’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
Q1 		$4.59K Hold
128
– – ﹤0.01% 3880
2025
Q4 		$4.45K Hold
128
– – ﹤0.01% 3550
2025
Q3 		$4.25K Hold
128
– – ﹤0.01% 3416
2025
Q2 		$3.85K Hold
128
– – ﹤0.01% 3229
2025
Q1 		$3.6K Buy
+128
New +$3.57K ﹤0.01% 3067

Other funds holding HEEM

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies's HEEM Position: Q1 2026 in Review

Jones Financial Companies held its iShares Currency Hedged MSCI Emerging Markets (HEEM) position steady in Q1 2026 at 128 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3880.

Jones Financial Companies first reported a position in HEEM in Q1 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Jones Financial Companies held 128 shares of iShares Currency Hedged MSCI Emerging Markets worth $4.59K as of Q1 2026.
  • Jones Financial Companies left its iShares Currency Hedged MSCI Emerging Markets share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3880 holding.
  • Jones Financial Companies first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.