Parallel Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Parallel Advisors’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
2019 Q3	–	Sell	-1,558	Closed	-$40K	–	2429
2019 Q2	$40K	Hold	1,558	–	–	﹤0.01%	985
2019 Q1	$40K	Buy	1,558 +1	+0.1%	+$25	﹤0.01%	930
2018 Q4	$35K	Sell	1,557 -270	-15%	-$6.43K	﹤0.01%	883
2018 Q3	$46K	Buy	1,827 +3	+0.2%	+$77	0.01%	849
2018 Q2	$46K	Sell	1,824 -1	-0.1%	-$27	0.01%	763
2018 Q1	$49K	Buy	1,825 +4	+0.2%	+$110	0.01%	701
2017 Q4	$48K	Buy	1,821 +263	+17%	+$6.98K	0.01%	710
2017 Q3	$42K	Hold	1,558	–	–	0.01%	743
2017 Q2	$39K	Hold	1,558	–	–	0.01%	761
2017 Q1	$36K	Buy	1,558 +15	+1%	+$335	0.01%	745
2016 Q4	$33K	Buy	+1,543	New	+$33.2K	0.01%	695

Other funds holding HEEM

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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MIFH

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Parallel Advisors's HEEM Position: Q3 2019 in Review

Parallel Advisors sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2019, closing a stake of 1,558 shares — an estimated $40K sold.

Parallel Advisors first reported a position in HEEM in Q4 2016 and held it in 11 quarters. The position peaked at $49K in Q1 2018. 37 funds tracked by Wall St. Rank hold HEEM as of Q3 2019.

Parallel Advisors reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2019 after selling out during the quarter.
Parallel Advisors sold 1,558 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2019, an estimated $40K.
Parallel Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2016 and held it in 11 quarters.
Parallel Advisors's iShares Currency Hedged MSCI Emerging Markets position peaked at $49K in Q1 2018.
37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2019.

Based on Parallel Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.