Raymond James Financial
HEEM icon

Raymond James Financial’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Raymond James Financial’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
2026
Q2 		$682K Buy
15,255
+5,270
+53% +$222K ﹤0.01% 4276
2026
Q1 		$369K Sell
9,985
-602
-6% -$22.6K ﹤0.01% 4548
2025
Q4 		$368K Buy
10,587
+847
+9% +$29.3K ﹤0.01% 4452
2025
Q3 		$328K Sell
9,740
-335
-3% -$10.6K ﹤0.01% 4359
2025
Q2 		$303K Buy
10,075
+83
+0.8% +$2.35K ﹤0.01% 4288
2025
Q1 		$281K Sell
9,992
-123
-1% -$3.44K ﹤0.01% 4256
2024
Q4 		$273K Buy
+10,115
New +$284K ﹤0.01% 4238

Other funds holding HEEM

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial's HEEM Position: Q2 2026 in Review

Raymond James Financial increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 53% in Q2 2026, buying an estimated $222K and bringing the position to 15,255 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #4276.

Raymond James Financial first reported a position in HEEM in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

  • Raymond James Financial held 15,255 shares of iShares Currency Hedged MSCI Emerging Markets worth $682K as of Q2 2026.
  • Raymond James Financial bought 5,270 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2026, an estimated $222K.
  • iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4276 holding.
  • Raymond James Financial first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2024 and has held it in 7 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.