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LifePlan Financial Group’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$116K Buy
4,292
+743
+21% +$20.1K 0.05% 174
2020
Q2 		$88K Buy
+3,549
New +$83.1K 0.04% 192

Other funds holding HEEM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LifePlan Financial Group's HEEM Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 21% in Q3 2020, buying an estimated $20.1K and bringing the position to 4,292 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #174.

LifePlan Financial Group first reported a position in HEEM in Q2 2020 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold HEEM as of Q3 2020.

  • LifePlan Financial Group held 4,292 shares of iShares Currency Hedged MSCI Emerging Markets worth $116K as of Q3 2020.
  • LifePlan Financial Group bought 743 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2020, an estimated $20.1K.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.05% of LifePlan Financial Group's portfolio in Q3 2020, its #174 holding.
  • LifePlan Financial Group first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2020 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.