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Vertex Planning Partners’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Vertex Planning 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 		$6.84M Sell
185,267
-612
-0.3% -$23K 1.33% 16
2025
Q4 		$6.46M Buy
185,879
+1,729
+0.9% +$59.8K 1.5% 15
2025
Q3 		$6.2M Buy
184,150
+5,628
+3% +$177K 1.19% 20
2025
Q2 		$5.37M Buy
178,522
+4,809
+3% +$136K 1.12% 21
2025
Q1 		$4.88M Buy
173,713
+9,084
+6% +$254K 1.06% 24
2024
Q4 		$4.45M Buy
+164,629
New +$4.63M 0.98% 25

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Vertex Planning Partners's HEEM Position: Q1 2026 in Review

Vertex Planning Partners reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 0.33% in Q1 2026, selling an estimated $23K and leaving 185,267 shares worth $6.84M. The position accounts for 1.33% of the portfolio, ranked #16.

Vertex Planning Partners first reported a position in HEEM in Q4 2024 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Vertex Planning Partners held 185,267 shares of iShares Currency Hedged MSCI Emerging Markets worth $6.84M as of Q1 2026.
  • Vertex Planning Partners sold 612 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $23K.
  • iShares Currency Hedged MSCI Emerging Markets made up 1.33% of Vertex Planning Partners's portfolio in Q1 2026, its #16 holding.
  • Vertex Planning Partners first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2024 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.