SouthState Corp’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

SouthState Corp’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
2022 Q3	–	Sell	-1,431	Closed	-$37K	–	705
2022 Q2	$37K	Sell	1,431 -12,438	-90%	-$325K	﹤0.01%	434
2022 Q1	$381K	Buy	+13,869	New	+$398K	0.03%	223

Other funds holding HEEM

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

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

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

WBG

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

SouthState Corp's HEEM Position: Q3 2022 in Review

SouthState Corp sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q3 2022, closing a stake of 1,431 shares — an estimated $37K sold.

SouthState Corp first reported a position in HEEM in Q1 2022 and held it in 2 quarters. The position peaked at $381K in Q1 2022. 38 funds tracked by Wall St. Rank hold HEEM as of Q3 2022.

SouthState Corp reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q3 2022 after selling out during the quarter.
SouthState Corp sold 1,431 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2022, an estimated $37K.
SouthState Corp first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2022 and held it in 2 quarters.
SouthState Corp's iShares Currency Hedged MSCI Emerging Markets position peaked at $381K in Q1 2022.
38 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2022.

Based on SouthState Corp's 13F filing for Q3 2022, filed 7 Nov 2022.