Laurel Wealth Planning’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Laurel Wealth Planning’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 Q4	–	Sell	-10,877	Closed	-$257K	–	54
2023 Q3	$257K	Sell	10,877 -5,406	-33%	-$132K	0.2%	47
2023 Q2	$400K	Sell	16,283 -5,488	-25%	-$132K	0.29%	46
2023 Q1	$523K	Sell	21,771 -14,861	-41%	-$359K	0.35%	46
2022 Q4	$840K	Sell	36,632 -4,477	-11%	-$106K	0.54%	40
2022 Q3	$942K	Sell	41,109 -3,093	-7%	-$77.3K	0.69%	37
2022 Q2	$1.13M	Sell	44,202 -31,484	-42%	-$824K	0.8%	34
2022 Q1	$2.08M	Sell	75,686 -2,572	-3%	-$73.8K	1.41%	25
2021 Q4	$2.32M	Sell	78,258 -19,631	-20%	-$600K	1.76%	20
2021 Q3	$2.98M	Buy	97,889 +820	+0.8%	+$25.7K	2.41%	15
2021 Q2	$3.21M	Buy	97,069 +3,291	+4%	+$107K	2.8%	15
2021 Q1	$3.02M	Buy	93,778 +7,354	+9%	+$242K	2.77%	15
2020 Q4	$2.66M	Buy	+86,424	New	+$2.51M	2.59%	17

Other funds holding HEEM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Planning's HEEM Position: Q4 2023 in Review

Laurel Wealth Planning sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q4 2023, closing a stake of 10,877 shares — an estimated $257K sold.

Laurel Wealth Planning first reported a position in HEEM in Q4 2020 and held it in 12 quarters. The position peaked at $3.21M in Q2 2021. 38 funds tracked by Wall St. Rank hold HEEM as of Q4 2023.

Laurel Wealth Planning reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q4 2023 after selling out during the quarter.
Laurel Wealth Planning sold 10,877 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2023, an estimated $257K.
Laurel Wealth Planning first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2020 and held it in 12 quarters.
Laurel Wealth Planning's iShares Currency Hedged MSCI Emerging Markets position peaked at $3.21M in Q2 2021.
38 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2023.

Based on Laurel Wealth Planning's 13F filing for Q4 2023, filed 9 Feb 2024.