JP Morgan Private Wealth Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$248K	Buy	10,477 +4	+0%	+$98	﹤0.01%	1558
2023 Q2	$257K	Hold	10,473	–	–	﹤0.01%	1299
2023 Q1	$252K	Hold	10,473	–	–	﹤0.01%	1745
2022 Q4	$240K	Buy	10,473 +28	+0.3%	+$660	﹤0.01%	1741
2022 Q3	$239K	Buy	+10,445	New	+$261K	﹤0.01%	1745

Other funds holding HEEM

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

CCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HEEM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 0.04% in Q3 2023, buying an estimated $98 and bringing the position to 10,477 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

JP Morgan Private Wealth Advisors first reported a position in HEEM in Q3 2022 and has held it in 5 quarters since. The position peaked at $257K in Q2 2023. 37 funds tracked by Wall St. Rank hold HEEM as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,477 shares of iShares Currency Hedged MSCI Emerging Markets worth $248K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 4 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2023, an estimated $98.
iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1558 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2022 and has held it in 5 quarters since.
JP Morgan Private Wealth Advisors's iShares Currency Hedged MSCI Emerging Markets position peaked at $257K in Q2 2023.
37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.