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

Lloyd 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
2021
Q3 		– Sell
-441
Closed -$15K – 401
2021
Q2 		$15K Buy
+441
New +$14.3K 0.01% 247

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MIFH
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WBG
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William Blair & Company
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LWP
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AWM
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Morgan Stanley
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Northern Trust
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Lloyd Advisory Services's HEEM Position: Q3 2021 in Review

Lloyd Advisory Services sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2021, closing a stake of 441 shares — an estimated $15K sold.

Lloyd Advisory Services first reported a position in HEEM in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 33 funds tracked by Wall St. Rank hold HEEM as of Q3 2021.

  • Lloyd Advisory Services reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 441 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2021, an estimated $15K.
  • Lloyd Advisory Services first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2021 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Currency Hedged MSCI Emerging Markets position peaked at $15K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2021.

Based on Lloyd Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.