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Strategic Wealth Partners’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Strategic Wealth Partners’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
2026
Q1 		$22.7K Hold
614
– – ﹤0.01% 675
2025
Q4 		$21.3K Hold
614
– – ﹤0.01% 688
2025
Q3 		$20.7K Hold
614
– – ﹤0.01% 723
2025
Q2 		$18.5K Buy
+614
New +$17.4K ﹤0.01% 664

Other funds holding HEEM

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strategic Wealth Partners's HEEM Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Currency Hedged MSCI Emerging Markets (HEEM) position steady in Q1 2026 at 614 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Strategic Wealth Partners first reported a position in HEEM in Q2 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Strategic Wealth Partners held 614 shares of iShares Currency Hedged MSCI Emerging Markets worth $22.7K as of Q1 2026.
  • Strategic Wealth Partners left its iShares Currency Hedged MSCI Emerging Markets share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #675 holding.
  • Strategic Wealth Partners first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.