Plante Moran Financial Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Plante Moran Financial 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
2025 Q1	–	Sell	-24	Closed	-$649	–	861
2024 Q4	$649	Hold	24	–	–	﹤0.01%	839
2024 Q3	$682	Buy	+24	New	+$650	﹤0.01%	800

Other funds holding HEEM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

AAS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Plante Moran Financial Advisors's HEEM Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2025, closing a stake of 24 shares — an estimated $649 sold.

Plante Moran Financial Advisors first reported a position in HEEM in Q3 2024 and held it in 2 quarters. The position peaked at $682 in Q3 2024. 41 funds tracked by Wall St. Rank hold HEEM as of Q1 2025.

Plante Moran Financial Advisors reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 24 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2025, an estimated $649.
Plante Moran Financial Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2024 and held it in 2 quarters.
Plante Moran Financial Advisors's iShares Currency Hedged MSCI Emerging Markets position peaked at $682 in Q3 2024.
41 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.