WI
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Wintrust Investments’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

Wintrust Investments’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
2018
Q1 		– Sell
-8,000
Closed -$212K – 275
2017
Q4 		$212K Hold
8,000
– – 0.05% 264
2017
Q3 		$206K Buy
+8,000
New +$202K 0.05% 263

Other funds holding HEEM

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wintrust Investments's HEEM Position: Q1 2018 in Review

Wintrust Investments sold out of iShares Currency Hedged MSCI Emerging Markets (HEEM) in Q1 2018, closing a stake of 8,000 shares — an estimated $212K sold.

Wintrust Investments first reported a position in HEEM in Q3 2017 and held it in 2 quarters. The position peaked at $212K in Q4 2017. 38 funds tracked by Wall St. Rank hold HEEM as of Q1 2018.

  • Wintrust Investments reported no remaining iShares Currency Hedged MSCI Emerging Markets position as of Q1 2018 after selling out during the quarter.
  • Wintrust Investments sold 8,000 iShares Currency Hedged MSCI Emerging Markets shares in Q1 2018, an estimated $212K.
  • Wintrust Investments first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q3 2017 and held it in 2 quarters.
  • Wintrust Investments's iShares Currency Hedged MSCI Emerging Markets position peaked at $212K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q1 2018.

Based on Wintrust Investments's 13F filing for Q1 2018, filed 3 May 2018.