Wealthcare Advisory Partners’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-625	Closed	-$20K	–	1107
2021 Q1	$20K	Buy	+625	New	+$20.5K	﹤0.01%	1197
2020 Q2	–	Sell	-625	Closed	-$13K	–	777
2020 Q1	$13K	Hold	625	–	–	﹤0.01%	845
2019 Q4	$17K	Hold	625	–	–	﹤0.01%	806
2019 Q3	$15K	Hold	625	–	–	﹤0.01%	824
2019 Q2	$16K	Hold	625	–	–	﹤0.01%	775
2019 Q1	$16K	Hold	625	–	–	﹤0.01%	710
2018 Q4	$14K	Hold	625	–	–	﹤0.01%	711
2018 Q3	$16K	Buy	+625	New	+$15.9K	﹤0.01%	732

Other funds holding HEEM

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthcare Advisory Partners's HEEM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q2 2021, closing a stake of 625 shares — an estimated $20K sold.

Wealthcare Advisory Partners first reported a position in HEEM in Q3 2018 and held it in 8 quarters. The position peaked at $20K in Q1 2021. 34 funds tracked by Wall St. Rank hold HEEM as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 625 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2021, an estimated $20K.
Wealthcare Advisory Partners first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's iShares Currency Hedged MSCI Emerging Markets position peaked at $20K in Q1 2021.
34 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.