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TIAA FSB’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

TIAA FSB’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
2023
Q2 		$8.18M Buy
333,529
+83,557
+33% +$2.01M 0.03% 181
2023
Q1 		$6.01M Buy
+249,972
New +$6.03M 0.02% 200

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

TIAA FSB's HEEM Position: Q2 2023 in Review

TIAA FSB increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 33% in Q2 2023, buying an estimated $2.01M and bringing the position to 333,529 shares worth $8.18M. The position accounts for 0.03% of the portfolio, ranked #181.

TIAA FSB first reported a position in HEEM in Q1 2023 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold HEEM as of Q2 2023.

  • TIAA FSB held 333,529 shares of iShares Currency Hedged MSCI Emerging Markets worth $8.18M as of Q2 2023.
  • TIAA FSB bought 83,557 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2023, an estimated $2.01M.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.03% of TIAA FSB's portfolio in Q2 2023, its #181 holding.
  • TIAA FSB first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2023 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.