Rothschild & Co Wealth Management (UK)’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2017 Q4	–	Sell	-55,300	Closed	-$1.43M	–	43
2017 Q3	$1.43M	Hold	55,300	–	–	0.06%	18
2017 Q2	$1.33M	Hold	55,300	–	–	0.06%	19
2017 Q1	$1.26M	Hold	55,300	–	–	0.06%	20
2016 Q4	$1.17M	Hold	55,300	–	–	0.07%	17
2016 Q3	$1.22M	Hold	55,300	–	–	0.08%	16
2016 Q2	$1.15M	Buy	+55,300	New	+$1.13M	0.08%	16

Other funds holding HEEM

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s HEEM Position: Q4 2017 in Review

Rothschild & Co Wealth Management (UK) sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q4 2017, closing a stake of 55,300 shares — an estimated $1.43M sold.

Rothschild & Co Wealth Management (UK) first reported a position in HEEM in Q2 2016 and held it in 6 quarters. The position peaked at $1.43M in Q3 2017. 38 funds tracked by Wall St. Rank hold HEEM as of Q4 2017.

Rothschild & Co Wealth Management (UK) reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q4 2017 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 55,300 iShares Currency Hedged MSCI Emerging Markets shares in Q4 2017, an estimated $1.43M.
Rothschild & Co Wealth Management (UK) first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2016 and held it in 6 quarters.
Rothschild & Co Wealth Management (UK)'s iShares Currency Hedged MSCI Emerging Markets position peaked at $1.43M in Q3 2017.
38 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2017.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q4 2017, filed 19 Dec 2019.