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

Kestra 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
2026
Q1 		– Sell
-603
Closed -$21K – 3660
2025
Q4 		$21K Buy
+603
New +$20.9K ﹤0.01% 4489

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 $94.8B AUM 24.11% 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

Kestra Advisory Services's HEEM Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2026, closing a stake of 603 shares — an estimated $21K sold.

Kestra Advisory Services first reported a position in HEEM in Q4 2025 and held it in 1 quarter. The position peaked at $21K in Q4 2025. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 603 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $21K.
  • Kestra Advisory Services first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's iShares Currency Hedged MSCI Emerging Markets position peaked at $21K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.