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 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 $26B AUM

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

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

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Preservation Advisors's HEEM Position: Q1 2026 in Review

Wealth Preservation Advisors increased its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 9.9% in Q1 2026, buying an estimated $64.6K and bringing the position to 19,162 shares worth $707K. The position accounts for 0.59% of the portfolio, ranked #23.

Wealth Preservation Advisors first reported a position in HEEM in Q1 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

Wealth Preservation Advisors held 19,162 shares of iShares Currency Hedged MSCI Emerging Markets worth $707K as of Q1 2026.
Wealth Preservation Advisors bought 1,719 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $64.6K.
iShares Currency Hedged MSCI Emerging Markets made up 0.59% of Wealth Preservation Advisors's portfolio in Q1 2026, its #23 holding.
Wealth Preservation Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q1 2025 and has held it in 5 quarters since.
45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.