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 Q3	$7.57M	Sell	179,241 -34,495	-16%	-$1.45M	1.07%	24
2026 Q2	$9.6M	Buy	213,736 +28,469	+15%	+$1.2M	1.42%	17
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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $231M AUM 12.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Vertex Planning Partners's HEEM Position: Q3 2026 in Review

Vertex Planning Partners reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 16% in Q3 2026, selling an estimated $1.45M and leaving 179,241 shares worth $7.57M. The position accounts for 1.07% of the portfolio, ranked #24.

Vertex Planning Partners first reported a position in HEEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.6M in Q2 2026. 43 funds tracked by Wall St. Rank hold HEEM as of Q3 2026.

Vertex Planning Partners held 179,241 shares of iShares Currency Hedged MSCI Emerging Markets worth $7.57M as of Q3 2026.
Vertex Planning Partners sold 34,495 iShares Currency Hedged MSCI Emerging Markets shares in Q3 2026, an estimated $1.45M.
iShares Currency Hedged MSCI Emerging Markets made up 1.07% of Vertex Planning Partners's portfolio in Q3 2026, its #24 holding.
Vertex Planning Partners first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2024 and has held it in 8 quarters since.
Vertex Planning Partners's iShares Currency Hedged MSCI Emerging Markets position peaked at $9.6M in Q2 2026.
43 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q3 2026.

Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.