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Procyon Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Procyon 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
2020
Q3 		– Sell
-400
Closed -$10K – 541
2020
Q2 		$10K Hold
400
– – 0.01% 654
2020
Q1 		$9K Hold
400
– – 0.01% 607
2019
Q4 		$11K Buy
+400
New +$10.3K 0.01% 626

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

Procyon Advisors's HEEM Position: Q3 2020 in Review

Procyon Advisors sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2020, closing a stake of 400 shares — an estimated $10K sold.

Procyon Advisors first reported a position in HEEM in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 35 funds tracked by Wall St. Rank hold HEEM as of Q3 2020.

  • Procyon Advisors reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 400 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2020, an estimated $10K.
  • Procyon Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's iShares Currency Hedged MSCI Emerging Markets position peaked at $11K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.