OMC
HEEM icon

Old Mission Capital’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Old Mission Capital’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 		– Sell
-7,203
Closed -$250K – 1169
2025
Q4 		$250K Sell
7,203
-12,462
-63% -$431K 0.01% 896
2025
Q3 		$662K Buy
19,665
+3,492
+22% +$110K 0.01% 604
2025
Q2 		$487K Buy
16,173
+7,048
+77% +$199K 0.01% 728
2025
Q1 		$256K Sell
9,125
-35,964
-80% -$1M ﹤0.01% 807
2024
Q4 		$1.22M Sell
45,089
-84,184
-65% -$2.37M 0.02% 321
2024
Q3 		$3.67M Buy
129,273
+84,577
+189% +$2.29M 0.05% 228
2024
Q2 		$1.21M Sell
44,696
-18,910
-30% -$499K 0.02% 425
2024
Q1 		$1.63M Buy
63,606
+37,098
+140% +$915K 0.03% 370
2023
Q4 		$652K Sell
26,508
-39,873
-60% -$954K 0.01% 676
2023
Q3 		$1.57M Buy
66,381
+30,348
+84% +$740K 0.03% 359
2023
Q2 		$884K Buy
36,033
+8,272
+30% +$199K 0.02% 473
2023
Q1 		$667K Buy
27,761
+18,902
+213% +$456K 0.01% 644
2022
Q4 		$203K Sell
8,859
-37,645
-81% -$888K 0.01% 1030
2022
Q3 		$1.06M Sell
46,504
-111,736
-71% -$2.79M 0.03% 385
2022
Q2 		$4.05M Buy
+158,240
New +$4.14M 0.11% 170
2021
Q3 		– Sell
-6,276
Closed -$207K – 1092
2021
Q2 		$207K Hold
6,276
– – 0.01% 860
2021
Q1 		$202K Buy
+6,276
New +$206K 0.01% 687
2019
Q3 		– Sell
-158,778
Closed -$4.05M – 263
2019
Q2 		$4.05M Buy
158,778
+146,189
+1,161% +$3.7M 0.51% 44
2019
Q1 		$321K Buy
+12,589
New +$313K 0.05% 146
2017
Q4 		– Sell
-9,934
Closed -$256K – 454
2017
Q3 		$256K Buy
+9,934
New +$251K 0.02% 258

Other funds holding HEEM

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Old Mission Capital's HEEM Position: Q1 2026 in Review

Old Mission Capital sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2026, closing a stake of 7,203 shares — an estimated $250K sold.

Old Mission Capital first reported a position in HEEM in Q3 2017 and held it in 20 quarters. The position peaked at $4.05M in Q2 2022. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Old Mission Capital reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2026 after selling out during the quarter.
  • Old Mission Capital sold 7,203 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $250K.
  • Old Mission Capital first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2017 and held it in 20 quarters.
  • Old Mission Capital's iShares Currency Hedged MSCI Emerging Markets position peaked at $4.05M in Q2 2022.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.