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Steward Partners Investment Advisory’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Steward Partners Investment Advisory’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
-80
Closed -$2K – 3451
2020
Q4 		$2K Buy
+80
New +$2.33K ﹤0.01% 2700

Other funds holding HEEM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
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

Steward Partners Investment Advisory's HEEM Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2021, closing a stake of 80 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in HEEM in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 35 funds tracked by Wall St. Rank hold HEEM as of Q1 2021.

  • Steward Partners Investment Advisory reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 80 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2021, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2020 and held it in 1 quarter.
  • Steward Partners Investment Advisory's iShares Currency Hedged MSCI Emerging Markets position peaked at $2K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.