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

Whipplewood 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 		$13.2K Hold
358
– – 0.01% 444
2025
Q4 		$12.4K Sell
358
-14,216
-98% -$492K 0.01% 268
2025
Q3 		$490K Sell
14,574
-54
-0.4% -$1.7K 0.32% 80
2025
Q2 		$440K Buy
14,628
+14,048
+2,422% +$398K 0.24% 99
2025
Q1 		$423K Sell
580
-13,746
-96% -$384K 0.25% 95
2024
Q4 		$387K Buy
+14,326
New +$403K 0.22% 98

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

Whipplewood Advisors's HEEM Position: Q1 2026 in Review

Whipplewood Advisors held its iShares Currency Hedged MSCI Emerging Markets (HEEM) position steady in Q1 2026 at 358 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #444.

Whipplewood Advisors first reported a position in HEEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $490K in Q3 2025. 45 funds tracked by Wall St. Rank hold HEEM as of Q1 2026.

  • Whipplewood Advisors held 358 shares of iShares Currency Hedged MSCI Emerging Markets worth $13.2K as of Q1 2026.
  • Whipplewood Advisors left its iShares Currency Hedged MSCI Emerging Markets share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI Emerging Markets made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #444 holding.
  • Whipplewood Advisors first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's iShares Currency Hedged MSCI Emerging Markets position peaked at $490K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.