Sowell Financial Services’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-21,956	Closed	-$468K	–	2546
2020 Q1	$468K	Sell	21,956 -4,789	-18%	-$119K	0.03%	416
2019 Q4	$708K	Sell	26,745 -402	-1%	-$10.3K	0.05%	349
2019 Q3	$668K	Buy	+27,147	New	+$672K	0.06%	333
2019 Q1	$817K	Sell	32,041 -241	-0.7%	-$5.98K	0.09%	233
2018 Q4	$743K	Buy	+32,282	New	+$769K	0.11%	208

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

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

MIFH

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

AWM

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

Sowell Financial Services's HEEM Position: Q2 2020 in Review

Sowell Financial Services sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2020, closing a stake of 21,956 shares — an estimated $468K sold.

Sowell Financial Services first reported a position in HEEM in Q4 2018 and held it in 5 quarters. The position peaked at $817K in Q1 2019. 39 funds tracked by Wall St. Rank hold HEEM as of Q2 2020.

Sowell Financial Services reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q2 2020 after selling out during the quarter.
Sowell Financial Services sold 21,956 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2020, an estimated $468K.
Sowell Financial Services first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2018 and held it in 5 quarters.
Sowell Financial Services's iShares Currency Hedged MSCI Emerging Markets position peaked at $817K in Q1 2019.
39 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.