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Wharton Business Group’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Wharton Business Group’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 		$602K Sell
16,300
-1,225
-7% -$46K 0.02% 91
2025
Q4 		$609K Sell
17,525
-13,965
-44% -$483K 0.02% 93
2025
Q3 		$1.06M Sell
31,490
-9,105
-22% -$287K 0.05% 80
2025
Q2 		$1.22M Hold
40,595
– – 0.05% 76
2025
Q1 		$1.14M Hold
40,595
– – 0.05% 78
2024
Q4 		$1.1M Hold
40,595
– – 0.05% 78
2024
Q3 		$1.15M Hold
40,595
– – 0.05% 81
2024
Q2 		$1.1M Hold
40,595
– – 0.06% 76
2024
Q1 		$1.04M Hold
40,595
– – 0.05% 77
2023
Q4 		$998K Hold
40,595
– – 0.05% 75
2023
Q3 		$960K Hold
40,595
– – 0.05% 79
2023
Q2 		$996K Sell
40,595
-144,605
-78% -$3.48M 0.07% 72
2023
Q1 		$4.45M Hold
185,200
– – 0.27% 54
2022
Q4 		$4.25M Hold
185,200
– – 0.25% 55
2022
Q3 		$4.24M Hold
185,200
– – 0.29% 53
2022
Q2 		$4.74M Hold
185,200
– – 0.31% 49
2022
Q1 		$5.09M Hold
185,200
– – 0.31% 46
2021
Q4 		$5.48M Hold
185,200
– – 0.34% 47
2021
Q3 		$5.65M Hold
185,200
– – 0.57% 24
2021
Q2 		$6.12M Hold
185,200
– – 0.48% 36
2021
Q1 		$5.97M Hold
185,200
– – 0.47% 37
2020
Q4 		$5.69M Sell
185,200
-229,045
-55% -$6.66M 0.47% 37
2020
Q3 		$11.2M Hold
414,245
– – 1.04% 25
2020
Q2 		$10.3M Sell
414,245
-400
-0.1% -$9.37K 0.99% 30
2020
Q1 		$8.84M Hold
414,645
– – 1% 29
2019
Q4 		$11M Sell
414,645
-506,625
-55% -$13M 1.02% 29
2019
Q3 		$22.7M Hold
921,270
– – 2.27% 16
2019
Q2 		$23.5M Hold
921,270
– – 2.39% 15
2019
Q1 		$23.5M Sell
921,270
-1,090
-0.1% -$27.1K 2.43% 15
2018
Q4 		$21.2M Buy
922,360
+210,170
+30% +$5.01M 2.5% 14
2018
Q3 		$18M Hold
712,190
– – 1.79% 21
2018
Q2 		$18.2M Hold
712,190
– – 1.9% 20
2018
Q1 		$19.2M Sell
712,190
-1,245
-0.2% -$34.1K 1.98% 19
2017
Q4 		$18.9M Sell
713,435
-186,200
-21% -$4.94M 1.96% 19
2017
Q3 		$23.2M Hold
899,635
– – 2.45% 17
2017
Q2 		$21.7M Hold
899,635
– – 2.31% 17
2017
Q1 		$20.5M Sell
899,635
-28,370
-3% -$633K 2.19% 17
2016
Q4 		$19.7M Buy
928,005
+770
+0.1% +$16.6K 2.33% 15
2016
Q3 		$20.5M Sell
927,235
-1,013,565
-52% -$22M 2.52% 13
2016
Q2 		$40.3M Sell
1,940,800
-488,510
-20% -$9.97M 4.77% 4
2016
Q1 		$50.2M Sell
2,429,310
-138,110
-5% -$2.67M 5.55% 2
2015
Q4 		$51.3M Sell
2,567,420
-323,465
-11% -$6.96M 5.08% 2
2015
Q3 		$60.7M Buy
+2,890,885
New +$63.8M 6% 1

Other funds holding HEEM

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wharton Business Group's HEEM Position: Q1 2026 in Review

Wharton Business Group reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 7% in Q1 2026, selling an estimated $46K and leaving 16,300 shares worth $602K. The position accounts for 0.02% of the portfolio, ranked #91.

Wharton Business Group first reported a position in HEEM in Q3 2015 and has held it in 43 quarters since. The position peaked at $60.7M in Q3 2015. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Wharton Business Group held 16,300 shares of iShares Currency Hedged MSCI Emerging Markets worth $602K as of Q1 2026.
  • Wharton Business Group sold 1,225 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2026, an estimated $46K.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.02% of Wharton Business Group's portfolio in Q1 2026, its #91 holding.
  • Wharton Business Group first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2015 and has held it in 43 quarters since.
  • Wharton Business Group's iShares Currency Hedged MSCI Emerging Markets position peaked at $60.7M in Q3 2015.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.