Savant Capital’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Savant Capital’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	$1.3M	Hold	35,133	–	–	0.01%	538
2025 Q4	$1.22M	Sell	35,133 -13,901	-28%	-$481K	0.01%	528
2025 Q3	$1.65M	Buy	49,034 +19	+0%	+$599	0.01%	431
2025 Q2	$1.48M	Hold	49,015	–	–	0.01%	420
2025 Q1	$1.38M	Hold	49,015	–	–	0.01%	402
2024 Q4	$1.32M	Buy	49,015 +34	+0.1%	+$956	0.01%	557
2024 Q3	$1.39M	Buy	48,981 +21	+0%	+$569	0.01%	537
2024 Q2	$1.33M	Hold	48,960	–	–	0.01%	501
2024 Q1	$1.26M	Hold	48,960	–	–	0.01%	482
2023 Q4	$1.2M	Buy	48,960 +60	+0.1%	+$1.44K	0.02%	378
2023 Q3	$1.16M	Buy	48,900 +244	+0.5%	+$5.95K	0.02%	358
2023 Q2	$1.19M	Hold	48,656	–	–	0.02%	342
2023 Q1	$1.17M	Hold	48,656	–	–	0.02%	302
2022 Q4	$1.12K	Buy	+48,656	New	+$1.15M	﹤0.01%	597

Other funds holding HEEM

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

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 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

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Savant Capital's HEEM Position: Q1 2026 in Review

Savant Capital held its iShares Currency Hedged MSCI Emerging Markets (HEEM) position steady in Q1 2026 at 35,133 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #538.

Savant Capital first reported a position in HEEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.65M in Q3 2025. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

Savant Capital held 35,133 shares of iShares Currency Hedged MSCI Emerging Markets worth $1.3M as of Q1 2026.
Savant Capital left its iShares Currency Hedged MSCI Emerging Markets share count unchanged in Q1 2026.
iShares Currency Hedged MSCI Emerging Markets made up 0.01% of Savant Capital's portfolio in Q1 2026, its #538 holding.
Savant Capital first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2022 and has held it in 14 quarters since.
Savant Capital's iShares Currency Hedged MSCI Emerging Markets position peaked at $1.65M in Q3 2025.
45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.