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Orion Portfolio Solutions’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-329
Closed -$8K – 1106
2020
Q2 		$8K Hold
329
– – ﹤0.01% 1287
2020
Q1 		$7K Buy
+329
New +$8.15K ﹤0.01% 1188

Other funds holding HEEM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Orion Portfolio Solutions's HEEM Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2020, closing a stake of 329 shares — an estimated $8K sold.

Orion Portfolio Solutions first reported a position in HEEM in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 35 funds tracked by Wall St. Rank hold HEEM as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 329 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2020, an estimated $8K.
  • Orion Portfolio Solutions first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares Currency Hedged MSCI Emerging Markets position peaked at $8K in Q2 2020.
  • 35 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.