United Capital Financial Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

United Capital Financial 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
2018 Q2	–	Sell	-7,905	Closed	-$213K	–	1330
2018 Q1	$213K	Sell	7,905 -1,817	-19%	-$49.8K	﹤0.01%	1215
2017 Q4	$258K	Sell	9,722 -611	-6%	-$16.2K	﹤0.01%	1161
2017 Q3	$266K	Sell	10,333 -5,142	-33%	-$130K	﹤0.01%	1151
2017 Q2	$373K	Sell	15,475 -10,554	-41%	-$248K	﹤0.01%	1006
2017 Q1	$592K	Sell	26,029 -56,441	-68%	-$1.26M	0.01%	876
2016 Q4	$1.75M	Sell	82,470 -47,382	-36%	-$1.02M	0.02%	593
2016 Q3	$2.87M	Sell	129,852 -7,681	-6%	-$166K	0.03%	496
2016 Q2	$2.89M	Buy	137,533 +91,323	+198%	+$1.86M	0.03%	469
2016 Q1	$956K	Sell	46,210 -3,154	-6%	-$61K	0.01%	706
2015 Q4	$987K	Sell	49,364 -5,923	-11%	-$127K	0.01%	701
2015 Q3	$1.16M	Buy	55,287 +22	+0%	+$486	0.01%	653
2015 Q2	$1.33M	Buy	+55,265	New	+$1.39M	0.02%	673

Other funds holding HEEM

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

United Capital Financial Advisors's HEEM Position: Q2 2018 in Review

United Capital Financial Advisors sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2018, closing a stake of 7,905 shares — an estimated $213K sold.

United Capital Financial Advisors first reported a position in HEEM in Q2 2015 and held it in 12 quarters. The position peaked at $2.89M in Q2 2016. 42 funds tracked by Wall St. Rank hold HEEM as of Q2 2018.

United Capital Financial Advisors reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q2 2018 after selling out during the quarter.
United Capital Financial Advisors sold 7,905 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2018, an estimated $213K.
United Capital Financial Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2015 and held it in 12 quarters.
United Capital Financial Advisors's iShares Currency Hedged MSCI Emerging Markets position peaked at $2.89M in Q2 2016.
42 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.