Semmax Financial Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Semmax Financial 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
2020 Q3	–	Sell	-457	Closed	-$11K	–	258
2020 Q2	$11K	Hold	457	–	–	0.01%	151
2020 Q1	$10K	Sell	457 -3,971	-90%	-$98.4K	0.01%	153
2019 Q4	$117K	Hold	4,428	–	–	0.06%	94
2019 Q3	$109K	Hold	4,428	–	–	0.07%	92
2019 Q2	$113K	Sell	4,428 -566	-11%	-$14.3K	0.07%	96
2019 Q1	$127K	Sell	4,994 -473	-9%	-$11.7K	0.09%	153
2018 Q4	$126K	Buy	+5,467	New	+$130K	0.1%	139

Other funds holding HEEM

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

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

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

MIFH

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Semmax Financial Advisors's HEEM Position: Q3 2020 in Review

Semmax Financial Advisors sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2020, closing a stake of 457 shares — an estimated $11K sold.

Semmax Financial Advisors first reported a position in HEEM in Q4 2018 and held it in 7 quarters. The position peaked at $127K in Q1 2019. 35 funds tracked by Wall St. Rank hold HEEM as of Q3 2020.

Semmax Financial Advisors reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2020 after selling out during the quarter.
Semmax Financial Advisors sold 457 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2020, an estimated $11K.
Semmax Financial Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2018 and held it in 7 quarters.
Semmax Financial Advisors's iShares Currency Hedged MSCI Emerging Markets position peaked at $127K in Q1 2019.
35 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2020.

Based on Semmax Financial Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.