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Strategic Investment Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Strategic Investment Advisors’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
-10,224
Closed -$261K – 153
2019
Q1 		$261K Sell
10,224
-176
-2% -$4.37K 0.18% 101
2018
Q4 		$240K Buy
+10,400
New +$248K 0.22% 94

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 $103B AUM 28.65% 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 $424B AUM 22.96% 1-Year Est. Return

Strategic Investment Advisors's HEEM Position: Q2 2019 in Review

Strategic Investment Advisors sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2019, closing a stake of 10,224 shares — an estimated $261K sold.

Strategic Investment Advisors first reported a position in HEEM in Q4 2018 and held it in 2 quarters. The position peaked at $261K in Q1 2019. 43 funds tracked by Wall St. Rank hold HEEM as of Q2 2019.

  • Strategic Investment Advisors reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q2 2019 after selling out during the quarter.
  • Strategic Investment Advisors sold 10,224 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2019, an estimated $261K.
  • Strategic Investment Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2018 and held it in 2 quarters.
  • Strategic Investment Advisors's iShares Currency Hedged MSCI Emerging Markets position peaked at $261K in Q1 2019.
  • 43 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2019.

Based on Strategic Investment Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.