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Park Avenue Securities’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Park Avenue Securities’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
Q2 		$414K Sell
9,260
-4,299
-32% -$181K ﹤0.01% 1378
2026
Q1 		$501K Buy
13,559
+462
+4% +$17.4K ﹤0.01% 1106
2025
Q4 		$455K Buy
13,097
+1,820
+16% +$62.9K ﹤0.01% 1134
2025
Q3 		$379K Buy
11,277
+120
+1% +$3.78K ﹤0.01% 1319
2025
Q2 		$336K Buy
11,157
+3,410
+44% +$96.5K ﹤0.01% 1234
2025
Q1 		$218K Buy
+7,747
New +$216K ﹤0.01% 1103

Other funds holding HEEM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Park Avenue Securities's HEEM Position: Q2 2026 in Review

Park Avenue Securities reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 32% in Q2 2026, selling an estimated $181K and leaving 9,260 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Park Avenue Securities first reported a position in HEEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $501K in Q1 2026. 16 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

  • Park Avenue Securities held 9,260 shares of iShares Currency Hedged MSCI Emerging Markets worth $414K as of Q2 2026.
  • Park Avenue Securities sold 4,299 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2026, an estimated $181K.
  • iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1378 holding.
  • Park Avenue Securities first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2025 and has held it in 6 quarters since.
  • Park Avenue Securities's iShares Currency Hedged MSCI Emerging Markets position peaked at $501K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.