9WM
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9258 Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

9258 Wealth Management’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,624
Closed -$211K – 333
2022
Q2 		$211K Sell
6,624
-269
-4% -$8.91K 0.05% 306
2022
Q1 		$234K Sell
6,893
-842
-11% -$28.6K 0.05% 324
2021
Q4 		$273K Sell
7,735
-9
-0.1% -$318 0.06% 306
2021
Q3 		$266K Sell
7,744
-1,313
-14% -$45.6K 0.07% 285
2021
Q2 		$314K Sell
9,057
-877
-9% -$29.8K 0.08% 251
2021
Q1 		$328K Sell
9,934
-499
-5% -$15.9K 0.1% 225
2020
Q4 		$318K Sell
10,433
-135
-1% -$3.94K 0.1% 219
2020
Q3 		$281K Sell
10,568
-4,633
-30% -$128K 0.11% 215
2020
Q2 		$419K Sell
15,201
-167
-1% -$4.37K 0.17% 153
2020
Q1 		$392K Sell
15,368
-12,950
-46% -$369K 0.17% 149
2019
Q4 		$864K Buy
28,318
+6,018
+27% +$184K 0.32% 90
2019
Q3 		$668K Buy
22,300
+5,231
+31% +$153K 0.52% 68
2019
Q2 		$509K Buy
17,069
+8,907
+109% +$262K 0.41% 84
2019
Q1 		$236K Buy
+8,162
New +$227K 0.2% 135

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

9258 Wealth Management's HEFA Position: Q3 2022 in Review

9258 Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2022, closing a stake of 6,624 shares — an estimated $211K sold.

9258 Wealth Management first reported a position in HEFA in Q1 2019 and held it in 14 quarters. The position peaked at $864K in Q4 2019. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

  • 9258 Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 6,624 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2022, an estimated $211K.
  • 9258 Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and held it in 14 quarters.
  • 9258 Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $864K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

Based on 9258 Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.