UBS Group
HEEM icon

UBS Group’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

UBS Group’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 		$993K Sell
26,890
-1,769
-6% -$66.5K ﹤0.01% 5561
2025
Q4 		$996K Buy
28,659
+1,032
+4% +$35.7K ﹤0.01% 5579
2025
Q3 		$930K Buy
27,627
+1,316
+5% +$41.5K ﹤0.01% 5637
2025
Q2 		$792K Sell
26,311
-405
-2% -$11.5K ﹤0.01% 5635
2025
Q1 		$750K Sell
26,716
-9,517
-26% -$266K ﹤0.01% 5526
2024
Q4 		$979K Sell
36,233
-6,693
-16% -$188K ﹤0.01% 5311
2024
Q3 		$1.22M Sell
42,926
-52,692
-55% -$1.43M ﹤0.01% 4478
2024
Q2 		$2.59M Buy
95,618
+11,427
+14% +$302K ﹤0.01% 3495
2024
Q1 		$2.16M Buy
84,191
+23,863
+40% +$588K ﹤0.01% 3872
2023
Q4 		$1.48M Buy
60,328
+8,860
+17% +$212K ﹤0.01% 4133
2023
Q3 		$1.22M Sell
51,468
-41,160
-44% -$1M ﹤0.01% 3903
2023
Q2 		$2.27M Buy
92,628
+18,179
+24% +$438K ﹤0.01% 3401
2023
Q1 		$1.79M Buy
74,449
+9,088
+14% +$219K ﹤0.01% 3545
2022
Q4 		$1.5M Buy
65,361
+15,658
+32% +$369K ﹤0.01% 3675
2022
Q3 		$1.14M Buy
49,703
+46,765
+1,592% +$1.17M ﹤0.01% 3647
2022
Q2 		$76K Sell
2,938
-339
-10% -$8.87K ﹤0.01% 5621
2022
Q1 		$90K Sell
3,277
-2,431
-43% -$69.7K ﹤0.01% 6001
2021
Q4 		$169K Buy
5,708
+846
+17% +$25.8K ﹤0.01% 5839
2021
Q3 		$149K Sell
4,862
-1,752
-26% -$54.8K ﹤0.01% 5543
2021
Q2 		$218K Buy
6,614
+936
+16% +$30.4K ﹤0.01% 5277
2021
Q1 		$183K Sell
5,678
-759
-12% -$24.9K ﹤0.01% 5550
2020
Q4 		$198K Sell
6,437
-2,348
-27% -$68.2K ﹤0.01% 5247
2020
Q3 		$238K Sell
8,785
-3,995
-31% -$108K ﹤0.01% 4695
2020
Q2 		$319K Sell
12,780
-15,745
-55% -$369K ﹤0.01% 4472
2020
Q1 		$608K Buy
28,525
+1,617
+6% +$40.1K ﹤0.01% 3784
2019
Q4 		$712K Buy
26,908
+1,390
+5% +$35.7K ﹤0.01% 4524
2019
Q3 		$629K Sell
25,518
-1,179
-4% -$29.2K ﹤0.01% 4365
2019
Q2 		$680K Sell
26,697
-797
-3% -$20.2K ﹤0.01% 4060
2019
Q1 		$701K Sell
27,494
-8,576
-24% -$213K ﹤0.01% 3822
2018
Q4 		$831K Sell
36,070
-19,907
-36% -$474K ﹤0.01% 3844
2018
Q3 		$1.42M Buy
55,977
+33,492
+149% +$854K ﹤0.01% 3516
2018
Q2 		$576K Sell
22,485
-1,817
-7% -$48.2K ﹤0.01% 4209
2018
Q1 		$655K Sell
24,302
-2,444
-9% -$67K ﹤0.01% 4026
2017
Q4 		$709K Buy
26,746
+1,514
+6% +$40.2K ﹤0.01% 4039
2017
Q3 		$650K Sell
25,232
-495
-2% -$12.5K ﹤0.01% 4023
2017
Q2 		$620K Sell
25,727
-596
-2% -$14K ﹤0.01% 3968
2017
Q1 		$599K Buy
26,323
+3,094
+13% +$69K ﹤0.01% 3915
2016
Q4 		$493K Sell
23,229
-5,299
-19% -$114K ﹤0.01% 4129
2016
Q3 		$630K Buy
28,528
+4,964
+21% +$108K ﹤0.01% 3757
2016
Q2 		$489K Buy
23,564
+3,737
+19% +$76.3K ﹤0.01% 3903
2016
Q1 		$410K Sell
19,827
-605
-3% -$11.7K ﹤0.01% 3924
2015
Q4 		$409K Sell
20,432
-6,229
-23% -$134K ﹤0.01% 4117
2015
Q3 		$560K Sell
26,661
-3,283
-11% -$72.5K ﹤0.01% 3808
2015
Q2 		$723K Buy
29,944
+5,149
+21% +$130K ﹤0.01% 3827
2015
Q1 		$607K Buy
+24,795
New +$597K ﹤0.01% 3981

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 $105B AUM 38.07% 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

UBS Group's HEEM Position: Q1 2026 in Review

UBS Group reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 6.2% in Q1 2026, selling an estimated $66.5K and leaving 26,890 shares worth $993K. The position accounts for ﹤0.01% of the portfolio, ranked #5561.

UBS Group first reported a position in HEEM in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.59M in Q2 2024. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • UBS Group held 26,890 shares of iShares Currency Hedged MSCI Emerging Markets worth $993K as of Q1 2026.
  • UBS Group sold 1,769 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $66.5K.
  • iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5561 holding.
  • UBS Group first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2015 and has held it in 45 quarters since.
  • UBS Group's iShares Currency Hedged MSCI Emerging Markets position peaked at $2.59M in Q2 2024.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.