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
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 $26B AUM
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial's HEEM Position: Q1 2026 in Review

Raymond James Financial reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 5.7% in Q1 2026, selling an estimated $22.6K and leaving 9,985 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #4548.

Raymond James Financial first reported a position in HEEM in Q4 2024 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Raymond James Financial held 9,985 shares of iShares Currency Hedged MSCI Emerging Markets worth $369K as of Q1 2026.
  • Raymond James Financial sold 602 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $22.6K.
  • iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4548 holding.
  • Raymond James Financial first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2024 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.