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Ishares Crncy Hedgd Msci Em etp shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners investment in Ishares Crncy Hedgd Msci Em etp

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

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Quarterly reported holdings in Ishares Crncy Hedgd Msci Em etp by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 184k 33.65
2025-06-30 $5.4M 179k 30.10
2025-03-31 $4.9M 174k 28.08
2024-12-31 $4.4M 165k 27.03

More positions owned by Vertex Planning Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Vertex Planning Partners

Top funds holding Ishares Crncy Hedgd Msci Em etp

Tiaa Trust, National Association
Morgan Stanley
Wells Fargo & Company
Pictet Asset Management Holding SA
Coldstream Capital Management
Vertex Planning Partners
Friedenthal Financial
Cetera Investment Advisers
H D Vest Advisory Services
LPL Financial
Savant Capital Management
Forefront Analytics
Forefront Wealth Partners
Wharton Business Group
Advisor Group Holdings

View all funds holding Ishares Crncy Hedgd Msci Em etp