LPL Financial’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.5M | Buy |
67,698
+12,425
| +22% | +$467K | ﹤0.01% | 3285 |
|
|
2025
Q4 | $1.92M | Buy |
55,273
+3,327
| +6% | +$115K | ﹤0.01% | 3451 |
|
|
2025
Q3 | $1.75M | Buy |
51,946
+5,463
| +12% | +$172K | ﹤0.01% | 3437 |
|
|
2025
Q2 | $1.4M | Buy |
46,483
+2,708
| +6% | +$76.6K | ﹤0.01% | 3448 |
|
|
2025
Q1 | $1.23M | Buy |
43,775
+2,870
| +7% | +$80.1K | ﹤0.01% | 3374 |
|
|
2024
Q4 | $1.11M | Sell |
40,905
-843
| -2% | -$23.7K | ﹤0.01% | 3412 |
|
|
2024
Q3 | $1.19M | Buy |
41,748
+1,044
| +3% | +$28.3K | ﹤0.01% | 3227 |
|
|
2024
Q2 | $1.1M | Buy |
40,704
+188
| +0.5% | +$4.96K | ﹤0.01% | 3159 |
|
|
2024
Q1 | $1.04M | Sell |
40,516
-3,389
| -8% | -$83.5K | ﹤0.01% | 3148 |
|
|
2023
Q4 | $1.08M | Sell |
43,905
-18,656
| -30% | -$446K | ﹤0.01% | 2984 |
|
|
2023
Q3 | $1.48M | Buy |
62,561
+2,305
| +4% | +$56.2K | ﹤0.01% | 2570 |
|
|
2023
Q2 | $1.48M | Sell |
60,256
-1,336
| -2% | -$32.2K | ﹤0.01% | 2520 |
|
|
2023
Q1 | $1.48M | Buy |
61,592
+2,208
| +4% | +$53.3K | ﹤0.01% | 2412 |
|
|
2022
Q4 | $1.36M | Buy |
59,384
+9,782
| +20% | +$231K | ﹤0.01% | 2398 |
|
|
2022
Q3 | $1.14M | Buy |
49,602
+4,414
| +10% | +$110K | ﹤0.01% | 2438 |
|
|
2022
Q2 | $1.16M | Buy |
45,188
+29,737
| +192% | +$778K | ﹤0.01% | 2461 |
|
|
2022
Q1 | $425K | Buy |
15,451
+68
| +0.4% | +$1.95K | ﹤0.01% | 3319 |
|
|
2021
Q4 | $455K | Sell |
15,383
-98
| -0.6% | -$2.99K | ﹤0.01% | 3359 |
|
|
2021
Q3 | $472K | Buy |
15,481
+3,014
| +24% | +$94.3K | ﹤0.01% | 3273 |
|
|
2021
Q2 | $412K | Sell |
12,467
-2,612
| -17% | -$84.9K | ﹤0.01% | 3318 |
|
|
2021
Q1 | $486K | Buy |
15,079
+2,546
| +20% | +$83.6K | ﹤0.01% | 3046 |
|
|
2020
Q4 | $385K | Buy |
12,533
+163
| +1% | +$4.74K | ﹤0.01% | 2990 |
|
|
2020
Q3 | $335K | Sell |
12,370
-2,201
| -15% | -$59.5K | ﹤0.01% | 2818 |
|
|
2020
Q2 | $363K | Sell |
14,571
-2,169
| -13% | -$50.8K | ﹤0.01% | 2685 |
|
|
2020
Q1 | $357K | Sell |
16,740
-39,879
| -70% | -$988K | ﹤0.01% | 2351 |
|
|
2019
Q4 | $1.5M | Buy |
56,619
+2,155
| +4% | +$55.4K | ﹤0.01% | 1561 |
|
|
2019
Q3 | $1.34M | Buy |
54,464
+29,921
| +122% | +$740K | ﹤0.01% | 1529 |
|
|
2019
Q2 | $625K | Buy |
24,543
+412
| +2% | +$10.4K | ﹤0.01% | 2094 |
|
|
2019
Q1 | $615K | Sell |
24,131
-1,788
| -7% | -$44.4K | ﹤0.01% | 2038 |
|
|
2018
Q4 | $597K | Sell |
25,919
-3,320
| -11% | -$79.1K | ﹤0.01% | 1909 |
|
|
2018
Q3 | $741K | Sell |
29,239
-1,411
| -5% | -$36K | ﹤0.01% | 1910 |
|
|
2018
Q2 | $785K | Sell |
30,650
-371
| -1% | -$9.85K | ﹤0.01% | 1806 |
|
|
2018
Q1 | $836K | Buy |
31,021
+222
| +0.7% | +$6.09K | ﹤0.01% | 1745 |
|
|
2017
Q4 | $816K | Buy |
30,799
+735
| +2% | +$19.5K | ﹤0.01% | 1683 |
|
|
2017
Q3 | $775K | Buy |
30,064
+1,426
| +5% | +$36K | ﹤0.01% | 1620 |
|
|
2017
Q2 | $690K | Buy |
28,638
+5,226
| +22% | +$123K | ﹤0.01% | 1640 |
|
|
2017
Q1 | $537K | Buy |
23,412
+8,201
| +54% | +$183K | ﹤0.01% | 1744 |
|
|
2016
Q4 | $327K | Buy |
15,211
+3,069
| +25% | +$66.1K | ﹤0.01% | 2093 |
|
|
2016
Q3 | $268K | Sell |
12,142
-732
| -6% | -$15.9K | ﹤0.01% | 2208 |
|
|
2016
Q2 | $264K | Sell |
12,874
-13,150
| -51% | -$268K | ﹤0.01% | 2169 |
|
|
2016
Q1 | $528K | Sell |
26,024
-29,142
| -53% | -$564K | ﹤0.01% | 2127 |
|
|
2015
Q4 | $1.08M | Buy |
+55,166
| New | +$1.19M | ﹤0.01% | 1624 |
|
|
2015
Q3 | – | Sell |
-9,435
| Closed | -$221K | – | 2834 |
|
|
2015
Q2 | $221K | Buy |
+9,435
| New | +$237K | ﹤0.01% | 2552 |
|
Other funds holding HEEM
TCIIS
CCM
VPP
FF
LPL Financial's HEEM Position: Q1 2026 in Review
LPL Financial increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 22% in Q1 2026, buying an estimated $467K and bringing the position to 67,698 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3285.
LPL Financial first reported a position in HEEM in Q2 2015 and has held it in 43 quarters since. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.
- LPL Financial held 67,698 shares of iShares Currency Hedged MSCI Emerging Markets worth $2.5M as of Q1 2026.
- LPL Financial bought 12,425 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $467K.
- iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3285 holding.
- LPL Financial first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2015 and has held it in 43 quarters since.
- 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.