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Sage Mountain Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Sage Mountain Advisors’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
-93
Closed -$2.28K – 371
2023
Q2 		$2.28K Buy
+93
New +$2.24K ﹤0.01% 343
2022
Q1 		– Sell
-4,699
Closed -$139K – 656
2021
Q4 		$139K Buy
+4,699
New +$144K 0.02% 567

Other funds holding HEEM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
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
FA
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

Sage Mountain Advisors's HEEM Position: Q3 2023 in Review

Sage Mountain Advisors sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2023, closing a stake of 93 shares — an estimated $2.28K sold.

Sage Mountain Advisors first reported a position in HEEM in Q4 2021 and held it in 2 quarters. The position peaked at $139K in Q4 2021. 37 funds tracked by Wall St. Rank hold HEEM as of Q3 2023.

  • Sage Mountain Advisors reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2023 after selling out during the quarter.
  • Sage Mountain Advisors sold 93 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2023, an estimated $2.28K.
  • Sage Mountain Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2021 and held it in 2 quarters.
  • Sage Mountain Advisors's iShares Currency Hedged MSCI Emerging Markets position peaked at $139K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2023.

Based on Sage Mountain Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.