Triumph Capital Management’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Triumph Capital Management’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 Q2	$31.3K	Hold	700	–	–	0.01%	808
2026 Q1	$25.8K	Hold	700	–	–	0.01%	805
2025 Q4	$24.3K	Buy	+700	New	+$24.2K	0.01%	812

Other funds holding HEEM

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Triumph Capital Management's HEEM Position: Q2 2026 in Review

Triumph Capital Management held its iShares Currency Hedged MSCI Emerging Markets (HEEM) position steady in Q2 2026 at 700 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #808.

Triumph Capital Management first reported a position in HEEM in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

Triumph Capital Management held 700 shares of iShares Currency Hedged MSCI Emerging Markets worth $31.3K as of Q2 2026.
Triumph Capital Management left its iShares Currency Hedged MSCI Emerging Markets share count unchanged in Q2 2026.
iShares Currency Hedged MSCI Emerging Markets made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #808 holding.
Triumph Capital Management first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.