Patriot Financial Group Insurance Agency’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-58	Closed	-$1K	–	1043
2022 Q2	$1K	Buy	+58	New	+$1.52K	﹤0.01%	1899

Other funds holding HEEM

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HEEM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2022, closing a stake of 58 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in HEEM in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 38 funds tracked by Wall St. Rank hold HEEM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 58 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2022 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's iShares Currency Hedged MSCI Emerging Markets position peaked at $1K in Q2 2022.
38 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.