MIFH
HEEM icon

Migdal Insurance & Financial Holdings’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Migdal Insurance & Financial Holdings’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
Q1 		– Sell
-454,135
Closed -$10.4M – 538
2022
Q4 		$10.4M Buy
454,135
+103,320
+29% +$2.44M 0.23% 58
2022
Q3 		$8.04M Buy
350,815
+66,984
+24% +$1.67M 0.18% 68
2022
Q2 		$7.26M Sell
283,831
-146,590
-34% -$3.84M 0.16% 73
2022
Q1 		$11.8M Buy
430,421
+90,315
+27% +$2.59M 0.21% 76
2021
Q4 		$10.1M Buy
340,106
+41,329
+14% +$1.26M 0.1% 116
2021
Q3 		$9.11M Buy
298,777
+42,897
+17% +$1.34M 0.1% 118
2021
Q2 		$8.46M Buy
255,880
+82,665
+48% +$2.69M 0.09% 123
2021
Q1 		$5.59M Sell
173,215
-73,054
-30% -$2.4M 0.06% 150
2020
Q4 		$7.57M Buy
246,269
+52,036
+27% +$1.51M 0.09% 110
2020
Q3 		$5.26M Sell
194,233
-83,723
-30% -$2.26M 0.07% 142
2020
Q2 		$6.92M Buy
277,956
+80,160
+41% +$1.88M 0.11% 111
2020
Q1 		$4.22M Sell
197,796
-95,451
-33% -$2.36M 0.1% 99
2019
Q4 		$7.76M Buy
293,247
+149,252
+104% +$3.84M 0.15% 89
2019
Q3 		$3.54M Buy
143,995
+49,204
+52% +$1.22M 0.07% 115
2019
Q2 		$2.42M Sell
94,791
-1,879,362
-95% -$47.6M 0.06% 122
2019
Q1 		$50.3M Sell
1,974,153
-720,637
-27% -$17.9M 1.2% 21
2018
Q4 		$63M Sell
2,694,790
-3,356,005
-55% -$80M 1.43% 12
2018
Q3 		$153M Sell
6,050,795
-1,193,336
-16% -$30.4M 3.18% 5
2018
Q2 		$186M Buy
7,244,131
+515,517
+8% +$13.7M 4.41% 2
2018
Q1 		$181M Buy
6,728,614
+268,358
+4% +$7.36M 4.29% 3
2017
Q4 		$174M Sell
6,460,256
-1,644
-0% -$43.6K 4.31% 1
2017
Q3 		$167M Buy
6,461,900
+2,509,788
+64% +$63.3M 3.95% 2
2017
Q2 		$95.2M Buy
3,952,112
+28,901
+0.7% +$680K 2.16% 10
2017
Q1 		$89.3M Sell
3,923,211
-445,655
-10% -$9.94M 2.13% 10
2016
Q4 		$93.6M Buy
4,368,866
+3,958,833
+965% +$85.3M 2.38% 11
2016
Q3 		$9.04M Buy
410,033
+307,389
+299% +$6.66M 0.26% 61
2016
Q2 		$2.13M Buy
102,644
+14,957
+17% +$305K 0.06% 103
2016
Q1 		$1.81M Buy
87,687
+58,362
+199% +$1.13M 0.06% 104
2015
Q4 		$595K Buy
+29,325
New +$631K 0.02% 103

Other funds holding HEEM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Migdal Insurance & Financial Holdings's HEEM Position: Q1 2023 in Review

Migdal Insurance & Financial Holdings sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2023, closing a stake of 454,135 shares — an estimated $10.4M sold.

Migdal Insurance & Financial Holdings first reported a position in HEEM in Q4 2015 and held it in 29 quarters. The position peaked at $186M in Q2 2018. 37 funds tracked by Wall St. Rank hold HEEM as of Q1 2023.

  • Migdal Insurance & Financial Holdings reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2023 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 454,135 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2023, an estimated $10.4M.
  • Migdal Insurance & Financial Holdings first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2015 and held it in 29 quarters.
  • Migdal Insurance & Financial Holdings's iShares Currency Hedged MSCI Emerging Markets position peaked at $186M in Q2 2018.
  • 37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2023, filed 1 May 2023.