Simplicity Solutions’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-35,881	Closed	-$1.1M	–	692
2020 Q4	$1.1M	Buy	35,881 +2,522	+8%	+$73.3K	0.02%	513
2020 Q3	$904K	Sell	33,359 -14,695	-31%	-$397K	0.02%	503
2020 Q2	$1.2M	Buy	48,054 +3,825	+9%	+$89.6K	0.02%	421
2020 Q1	$943K	Buy	+44,229	New	+$1.1M	0.03%	355
2019 Q1	–	Sell	-8,879	Closed	-$204K	–	773
2018 Q4	$204K	Buy	+8,879	New	+$212K	0.03%	563
2018 Q3	–	Sell	-14,451	Closed	-$370K	–	581
2018 Q2	$370K	Sell	14,451 -3,068	-18%	-$81.4K	0.03%	302
2018 Q1	$472K	Buy	17,519 +5,544	+46%	+$152K	0.04%	210
2017 Q4	$317K	Buy	+11,975	New	+$318K	0.03%	286

Other funds holding HEEM

CCM

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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

MIFH

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

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

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

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Simplicity Solutions's HEEM Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2021, closing a stake of 35,881 shares — an estimated $1.1M sold.

Simplicity Solutions first reported a position in HEEM in Q4 2017 and held it in 8 quarters. The position peaked at $1.2M in Q2 2020. 35 funds tracked by Wall St. Rank hold HEEM as of Q1 2021.

Simplicity Solutions reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 35,881 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2021, an estimated $1.1M.
Simplicity Solutions first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2017 and held it in 8 quarters.
Simplicity Solutions's iShares Currency Hedged MSCI Emerging Markets position peaked at $1.2M in Q2 2020.
35 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.