Concord Wealth Partners »

Ishares Crncy Hedgd Msci Em etp shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Ishares Crncy Hedgd Msci Em etp (HEEM) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Ishares Crncy Hedgd Msci Em etp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Crncy Hedgd Msci Em etp held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Crncy Hedgd Msci Em etp by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 48k 25.65
2023-12-31 $1.1M 43k 24.58
2023-09-30 $978k 41k 23.64

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

Top funds holding Ishares Crncy Hedgd Msci Em etp

Tiaa Trust, National Association
Bank of America Corporation
Coldstream Capital Management
Wells Fargo & Company
AE Wealth Management
H D Vest Advisory Services
UBS Group
Jane Street
Savant Capital Management
Concord Wealth Partners
Commonwealth Equity Services
William Blair $ Company
Wharton Business Group
Citadel Advisors
Flow Traders US

View all funds holding Ishares Crncy Hedgd Msci Em etp