Public ownership evidence

iShares Currency Hedged MSCI Emerging Markets (HEEM) Ownership Disclosures

Read HEEM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares Currency Hedged MSCI Emerging Markets: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Wealth Preservation Advisors, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
22,460
Value (USD)
$1,004,627
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001968434-26-000007
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read HEEM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read HEEM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Wealth Preservation Advisors, LLC2026-06-302026-08-1522,460$1,004,627None
Vertex Planning Partners, LLC2026-06-302026-08-15213,736$9,560,400None
Invst, LLC2026-06-302026-08-154,674$209,068None
OSAIC HOLDINGS, INC.2026-06-302026-08-1530,230$1,352,192None
OLD MISSION CAPITAL LLC2026-06-302026-08-156,621$296,157None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15131$5,860None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1510$469None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1573$3,282None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1575$3,355None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,049$46,923None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,178$52,677None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15152$6,798None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1594$4,219None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15445$19,925None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15128$5,618None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1540,464$1,811,969None
ROYAL BANK OF CANADA2026-06-302026-08-154,314$193,000None
CITADEL ADVISORS LLC2026-06-302026-08-154,720$211,126None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-15299,834$13,411,556None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,821$484,023None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,434$198,333None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15179,802$8,042,543None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15155,759$6,967,100None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15182,996$8,185,411None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1570,153$3,137,944None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15319,775$14,303,539None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14716$32,027None
UBS Group AG2026-06-302026-08-1431,560$1,411,679None
Forefront Analytics, LLC2026-06-302026-08-1458,203$2,603,409None
MORGAN STANLEY2026-06-302026-08-14409,759$18,328,564None
MORGAN STANLEY2026-06-302026-08-14500$22,365None
FMR LLC2026-06-302026-08-141,121$50,137None
Strategic Wealth Partners, Ltd.2026-06-302026-08-13614$27,464None
Cetera Investment Advisers2026-06-302026-08-13118,228$5,288,359None
Advisory Services Network, LLC2026-06-302026-08-1311,286$504,840None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,641$73,402None
BANK OF MONTREAL /CAN/2026-06-302026-08-133,000$134,190None
SCOTIA CAPITAL INC.2026-06-302026-08-1240,224$1,799,220None
BLAIR WILLIAM & CO/IL2026-06-302026-08-1211,506$514,663None
Wharton Business Group, LLC2026-06-302026-08-1115,865$709,641None
Savant Capital, LLC2026-06-302026-08-1135,133$1,571,485None
TIAA TRUST, NATIONAL ASSOCIATION2026-06-302026-08-1117,241$771,190None
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC2026-06-302026-08-11697,766$31,211,073None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-11212$9,483None
LPL Financial LLC2026-06-302026-08-0873,832$3,302,514None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0812,246$547,751None
Global Retirement Partners, LLC2026-06-302026-08-0714,359$642,270None
Cranbrook Wealth Management, LLC2026-06-302026-08-078,173$365,579None
HighTower Advisors, LLC2026-06-302026-08-068,914$398,723None
AE Wealth Management LLC2026-06-302026-08-04336$15,029None

90-day public filing window, up to 50 source positions.

Wealth Preservation Advisors, LLC ↗Vertex Planning Partners, LLC ↗Invst, LLC ↗OSAIC HOLDINGS, INC. ↗OLD MISSION CAPITAL LLC ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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