Redwood Financial Network’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Redwood Financial Network’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
2023 Q3	–	Sell	-9,036	Closed	-$222K	–	143
2023 Q2	$222K	Sell	9,036 -4,681	-34%	-$113K	0.21%	135
2023 Q1	$330K	Sell	13,717 -10,329	-43%	-$249K	0.34%	98
2022 Q4	$552K	Sell	24,046 -6,646	-22%	-$157K	0.63%	54
2022 Q3	$703K	Sell	30,692 -364	-1%	-$9.1K	0.8%	42
2022 Q2	$795K	Sell	31,056 -1,521	-5%	-$39.8K	0.87%	38
2022 Q1	$896K	Buy	+32,577	New	+$934K	0.83%	41

Other funds holding HEEM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Redwood Financial Network's HEEM Position: Q3 2023 in Review

Redwood Financial Network sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2023, closing a stake of 9,036 shares — an estimated $222K sold.

Redwood Financial Network first reported a position in HEEM in Q1 2022 and held it in 6 quarters. The position peaked at $896K in Q1 2022. 37 funds tracked by Wall St. Rank hold HEEM as of Q3 2023.

Redwood Financial Network reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2023 after selling out during the quarter.
Redwood Financial Network sold 9,036 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2023, an estimated $222K.
Redwood Financial Network first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2022 and held it in 6 quarters.
Redwood Financial Network's iShares Currency Hedged MSCI Emerging Markets position peaked at $896K in Q1 2022.
37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2023.

Based on Redwood Financial Network's 13F filing for Q3 2023, filed 8 Nov 2023.