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 Q2	$710K	Sell	15,865 -435	-3%	-$18.3K	0.02%	91
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 $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

Wharton Business Group's HEEM Position: Q2 2026 in Review

Wharton Business Group reduced its iShares Currency Hedged MSCI Emerging Markets (HEEM) stake by 2.7% in Q2 2026, selling an estimated $18.3K and leaving 15,865 shares worth $710K. 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 44 quarters since. The position peaked at $60.7M in Q3 2015. 54 funds tracked by Wall St. Rank hold HEEM as of Q2 2026.

Wharton Business Group held 15,865 shares of iShares Currency Hedged MSCI Emerging Markets worth $710K as of Q2 2026.
Wharton Business Group sold 435 iShares Currency Hedged MSCI Emerging Markets shares in Q2 2026, an estimated $18.3K.
iShares Currency Hedged MSCI Emerging Markets made up 0.02% of Wharton Business Group's portfolio in Q2 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 44 quarters since.
Wharton Business Group's iShares Currency Hedged MSCI Emerging Markets position peaked at $60.7M in Q3 2015.
54 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.