Wealth Preservation Advisors’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Wealth Preservation 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
2026 Q2	$1M	Buy	22,460 +3,298	+17%	+$139K	0.57%	24
2026 Q1	$707K	Buy	19,162 +1,719	+10%	+$64.6K	0.59%	23
2025 Q4	$606K	Buy	17,443 +65	+0.4%	+$2.25K	0.31%	32
2025 Q3	$585K	Buy	17,378 +81	+0.5%	+$2.55K	0.34%	30
2025 Q2	$521K	Sell	17,297 -276	-2%	-$7.81K	0.32%	37
2025 Q1	$493K	Buy	+17,573	New	+$491K	0.35%	36

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

VPP

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 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

Wealth Preservation Advisors's HEEM Position: Q2 2026 in Review

Wealth Preservation Advisors increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 17% in Q2 2026, buying an estimated $139K and bringing the position to 22,460 shares worth $1M. The position accounts for 0.57% of the portfolio, ranked #24.

Wealth Preservation Advisors first reported a position in HEEM in Q1 2025 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

Wealth Preservation Advisors held 22,460 shares of iShares Currency Hedged MSCI Emerging Markets worth $1M as of Q2 2026.
Wealth Preservation Advisors bought 3,298 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2026, an estimated $139K.
iShares Currency Hedged MSCI Emerging Markets made up 0.57% of Wealth Preservation Advisors's portfolio in Q2 2026, its #24 holding.
Wealth Preservation Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2025 and has held it in 6 quarters since.
54 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.