Stifel Financial
HEEM icon

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

Stifel Financial’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
2019
Q2 		– Sell
-38,945
Closed -$993K – 2996
2019
Q1 		$993K Sell
38,945
-1,790
-4% -$44.4K ﹤0.01% 1655
2018
Q4 		$939K Buy
40,735
+1,809
+5% +$43.1K ﹤0.01% 1568
2018
Q3 		$986K Buy
+38,926
New +$993K ﹤0.01% 1674

Other funds holding HEEM

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial's HEEM Position: Q2 2019 in Review

Stifel Financial sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2019, closing a stake of 38,945 shares — an estimated $993K sold.

Stifel Financial first reported a position in HEEM in Q3 2018 and held it in 3 quarters. The position peaked at $993K in Q1 2019. 43 funds tracked by Wall St. Rank hold HEEM as of Q2 2019.

  • Stifel Financial reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q2 2019 after selling out during the quarter.
  • Stifel Financial sold 38,945 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2019, an estimated $993K.
  • Stifel Financial first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2018 and held it in 3 quarters.
  • Stifel Financial's iShares Currency Hedged MSCI Emerging Markets position peaked at $993K in Q1 2019.
  • 43 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2019.

Based on Stifel Financial's 13F filing for Q2 2019, filed 14 Aug 2019.