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Accuvest Global Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Accuvest Global Advisors’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
Q1 		– Sell
-30,952
Closed -$1.09M – 109
2021
Q4 		$1.09M Buy
+30,952
New +$1.09M 0.48% 48
2016
Q2 		– Sell
-48,200
Closed -$1.15M – 78
2016
Q1 		$1.15M Buy
+48,200
New +$1.14M 0.56% 24

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Accuvest Global Advisors's HEFA Position: Q1 2022 in Review

Accuvest Global Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2022, closing a stake of 30,952 shares — an estimated $1.09M sold.

Accuvest Global Advisors first reported a position in HEFA in Q1 2016 and held it in 2 quarters. The position peaked at $1.15M in Q1 2016. 200 funds tracked by Wall St. Rank hold HEFA as of Q1 2022.

  • Accuvest Global Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Accuvest Global Advisors sold 30,952 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2022, an estimated $1.09M.
  • Accuvest Global Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2016 and held it in 2 quarters.
  • Accuvest Global Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.15M in Q1 2016.
  • 200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2022.

Based on Accuvest Global Advisors's 13F filing for Q1 2022, filed 6 May 2022.