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Private Advisor Group’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Private Advisor Group’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
2020
Q3 		– Sell
-321
Closed -$8K – 2381
2020
Q2 		$8K Buy
+321
New +$7.52K ﹤0.01% 3026

Other funds holding HEEM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Private Advisor Group's HEEM Position: Q3 2020 in Review

Private Advisor Group sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2020, closing a stake of 321 shares — an estimated $8K sold.

Private Advisor Group first reported a position in HEEM in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 35 funds tracked by Wall St. Rank hold HEEM as of Q3 2020.

  • Private Advisor Group reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 321 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2020, an estimated $8K.
  • Private Advisor Group first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's iShares Currency Hedged MSCI Emerging Markets position peaked at $8K in Q2 2020.
  • 35 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.