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

Optima 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
-107
Closed -$3.72K – 648
2025
Q4 		$3.72K Buy
+107
New +$3.7K ﹤0.01% 664
2025
Q2 		– Sell
-16,701
Closed -$469K – 156
2025
Q1 		$469K Buy
+16,701
New +$466K 0.3% 83

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 $105B AUM 38.07% 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

Optima Capital's HEEM Position: Q1 2026 in Review

Optima Capital sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2026, closing a stake of 107 shares — an estimated $3.72K sold.

Optima Capital first reported a position in HEEM in Q1 2025 and held it in 2 quarters. The position peaked at $469K in Q1 2025. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Optima Capital reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 107 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $3.72K.
  • Optima Capital first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2025 and held it in 2 quarters.
  • Optima Capital's iShares Currency Hedged MSCI Emerging Markets position peaked at $469K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.