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Kingswood Wealth Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Kingswood 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
2026
Q1 		$2.87M Buy
+77,731
New +$2.92M 0.14% 174

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

Kingswood Wealth Advisors's HEEM Position: Q1 2026 in Review

Kingswood Wealth Advisors opened a new position in iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2026: 77,731 shares worth $2.87M. The stake represents 0.14% of the portfolio and ranks #174 among its holdings.

45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Kingswood Wealth Advisors held 77,731 shares of iShares Currency Hedged MSCI Emerging Markets worth $2.87M as of Q1 2026.
  • iShares Currency Hedged MSCI Emerging Markets was a new Kingswood Wealth Advisors position in Q1 2026.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.14% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #174 holding.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.