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Lugano Financial Advisors SA (LFA)’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2026
Q2 		$93.9K Buy
+2,100
New +$88.4K 0.06% 116

Other funds holding HEEM

FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s HEEM Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2026: 2,100 shares worth $93.9K. The stake represents 0.06% of the portfolio and ranks #116 among its holdings.

12 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 2,100 shares of iShares Currency Hedged MSCI Emerging Markets worth $93.9K as of Q2 2026.
  • iShares Currency Hedged MSCI Emerging Markets was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.06% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #116 holding.
  • 12 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.