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

Principal 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
2025
Q4 		– Sell
-1,105
Closed -$37.2K – 2279
2025
Q3 		$37.2K Hold
1,105
– – ﹤0.01% 2102
2025
Q2 		$33.3K Sell
1,105
-1
-0.1% -$28 ﹤0.01% 2076
2025
Q1 		$29.9K Hold
1,106
– – ﹤0.01% 1990
2024
Q4 		$29.9K Sell
1,106
-113
-9% -$3.18K ﹤0.01% 1985
2024
Q3 		$34.6K Hold
1,219
– – ﹤0.01% 1850
2024
Q2 		$33K Sell
1,219
-11
-0.9% -$290 ﹤0.01% 1818
2024
Q1 		$31.6K Hold
1,230
– – ﹤0.01% 1774
2023
Q4 		$30.2K Buy
+1,230
New +$29.4K ﹤0.01% 1716

Other funds holding HEEM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
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
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Principal Securities's HEEM Position: Q4 2025 in Review

Principal Securities sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q4 2025, closing a stake of 1,105 shares — an estimated $37.2K sold.

Principal Securities first reported a position in HEEM in Q4 2023 and held it in 8 quarters. The position peaked at $37.2K in Q3 2025. 47 funds tracked by Wall St. Rank hold HEEM as of Q4 2025.

  • Principal Securities reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,105 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2025, an estimated $37.2K.
  • Principal Securities first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Currency Hedged MSCI Emerging Markets position peaked at $37.2K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.