Northwestern Mutual Wealth Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Northwestern Mutual Wealth Management’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 Q1	$20.3K	Buy	+550	New	+$20.7K	﹤0.01%	2796
2023 Q2	–	Sell	-2,202	Closed	-$52.9K	–	3451
2023 Q1	$52.9K	Hold	2,202	–	–	﹤0.01%	1917
2022 Q4	$50.5K	Sell	2,202 -443	-17%	-$10.4K	﹤0.01%	1909
2022 Q3	$60K	Buy	2,645 +146	+6%	+$3.65K	﹤0.01%	1839
2022 Q2	$64K	Sell	2,499 -10,583	-81%	-$277K	﹤0.01%	1823
2022 Q1	$360K	Sell	13,082 -35,365	-73%	-$1.01M	﹤0.01%	1206
2021 Q4	$1.44M	Buy	48,447 +46,247	+2,102%	+$1.41M	﹤0.01%	700
2021 Q3	$67K	Buy	+2,200	New	+$68.9K	﹤0.01%	1790
2021 Q2	–	Sell	-1,507	Closed	-$49K	–	3079
2021 Q1	$49K	Buy	+1,507	New	+$49.5K	﹤0.01%	1747
2019 Q3	–	Sell	-2,669	Closed	-$68K	–	2553
2019 Q2	$68K	Hold	2,669	–	–	﹤0.01%	1279
2019 Q1	$68K	Hold	2,669	–	–	﹤0.01%	1229
2018 Q4	$61K	Buy	+2,669	New	+$63.6K	﹤0.01%	1167
2018 Q3	–	Sell	-809	Closed	-$21K	–	2526
2018 Q2	$21K	Buy	+809	New	+$21.5K	﹤0.01%	1583
2017 Q2	–	Sell	-1	Closed	–	–	2081
2017 Q1	$0	Buy	+1	New	+$22	﹤0.01%	2168

Other funds holding HEEM

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

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

CCM

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management's HEEM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2026: 550 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #2796 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in HEEM as recently as Q1 2023.

Northwestern Mutual Wealth Management first reported a position in HEEM in Q1 2017 and has held it in 14 quarters since. The position peaked at $1.44M in Q4 2021. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

Northwestern Mutual Wealth Management held 550 shares of iShares Currency Hedged MSCI Emerging Markets worth $20.3K as of Q1 2026.
iShares Currency Hedged MSCI Emerging Markets was a new Northwestern Mutual Wealth Management position in Q1 2026.
iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2796 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2017 and has held it in 14 quarters since.
Northwestern Mutual Wealth Management's iShares Currency Hedged MSCI Emerging Markets position peaked at $1.44M in Q4 2021.
45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.