MSI Financial Services’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

MSI Financial 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
2016 Q4	$11K	Hold	510	–	–	﹤0.01%	2752
2016 Q3	$11K	Hold	510	–	–	﹤0.01%	2741
2016 Q2	$11K	Buy	+510	New	+$10.4K	﹤0.01%	2714

Other funds holding HEEM

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IDBONY

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSI Financial Services's HEEM Position: Q4 2016 in Review

MSI Financial Services held its iShares Currency Hedged MSCI Emerging Markets (HEEM) position steady in Q4 2016 at 510 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2752.

MSI Financial Services first reported a position in HEEM in Q2 2016 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold HEEM as of Q4 2016.

MSI Financial Services held 510 shares of iShares Currency Hedged MSCI Emerging Markets worth $11K as of Q4 2016.
MSI Financial Services left its iShares Currency Hedged MSCI Emerging Markets share count unchanged in Q4 2016.
iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2752 holding.
MSI Financial Services first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2016 and has held it in 3 quarters since.
28 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.