PWM
HEEM icon

PRW Wealth Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

PRW Wealth Management’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
2021
Q3 		– Sell
-12,736
Closed -$421K – 174
2021
Q2 		$421K Buy
+12,736
New +$414K 0.12% 173

Other funds holding HEEM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PRW Wealth Management's HEEM Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2021, closing a stake of 12,736 shares — an estimated $421K sold.

PRW Wealth Management first reported a position in HEEM in Q2 2021 and held it in 1 quarter. The position peaked at $421K in Q2 2021. 33 funds tracked by Wall St. Rank hold HEEM as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 12,736 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2021, an estimated $421K.
  • PRW Wealth Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares Currency Hedged MSCI Emerging Markets position peaked at $421K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.