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Lake Point Wealth Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Lake Point Wealth Management’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
2019
Q1 		– Sell
-214
Closed -$5K – 751
2018
Q4 		$5K Buy
+214
New +$5.1K ﹤0.01% 554

Other funds holding HEEM

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Lake Point Wealth Management's HEEM Position: Q1 2019 in Review

Lake Point Wealth Management sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2019, closing a stake of 214 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in HEEM in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 43 funds tracked by Wall St. Rank hold HEEM as of Q1 2019.

  • Lake Point Wealth Management reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 214 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2019, an estimated $5K.
  • Lake Point Wealth Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares Currency Hedged MSCI Emerging Markets position peaked at $5K in Q4 2018.
  • 43 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.