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 Q2	$9.56M	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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vertex Planning Partners's HEEM Position: Q2 2026 in Review

Vertex Planning Partners increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 15% in Q2 2026, buying an estimated $1.2M and bringing the position to 213,736 shares worth $9.56M. The position accounts for 1.42% of the portfolio, ranked #17.

Vertex Planning Partners first reported a position in HEEM in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

Vertex Planning Partners held 213,736 shares of iShares Currency Hedged MSCI Emerging Markets worth $9.56M as of Q2 2026.
Vertex Planning Partners bought 28,469 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2026, an estimated $1.2M.
iShares Currency Hedged MSCI Emerging Markets made up 1.42% of Vertex Planning Partners's portfolio in Q2 2026, its #17 holding.
Vertex Planning Partners first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.