American Portfolios Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

American Portfolios 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 Q3	$110K	Sell	3,679 -34	-0.9%	-$1.08K	﹤0.01%	1303
2022 Q2	$118K	Sell	3,713 -136	-4%	-$4.51K	﹤0.01%	1316
2022 Q1	$131K	Buy	3,849 +80	+2%	+$2.72K	﹤0.01%	1382
2021 Q4	$133K	Sell	3,769 -6,665	-64%	-$235K	﹤0.01%	1370
2021 Q3	$359K	Sell	10,434 -2,301	-18%	-$79.9K	0.01%	862
2021 Q2	$441K	Buy	12,735 +177	+1%	+$6.01K	0.02%	764
2021 Q1	$414K	Sell	12,558 -1,118	-8%	-$35.6K	0.02%	729
2020 Q4	$417K	Buy	13,676 +2,601	+23%	+$75.9K	0.02%	616
2020 Q3	$305K	Buy	11,075 +3,240	+41%	+$89.8K	0.02%	648
2020 Q2	$216K	Buy	7,835 +4,638	+145%	+$121K	0.01%	719
2020 Q1	$77.4K	Buy	3,197 +2,051	+179%	+$58.4K	0.01%	978
2019 Q4	$35K	Buy	1,146 +1,007	+724%	+$30.7K	﹤0.01%	1494
2019 Q3	$4.16K	Buy	139 +1	+0.7%	+$29	﹤0.01%	2255
2019 Q2	$4.12K	Buy	+138	New	+$4.05K	﹤0.01%	2243

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $7.56B AUM 23.82% 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 $8.53B AUM 21.43% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Portfolios Advisors's HEFA Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.92% in Q3 2022, selling an estimated $1.08K and leaving 3,679 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

American Portfolios Advisors first reported a position in HEFA in Q2 2019 and has held it in 14 quarters since. The position peaked at $441K in Q2 2021. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

American Portfolios Advisors held 3,679 shares of iShares Currency Hedged MSCI EAFE ETF worth $110K as of Q3 2022.
American Portfolios Advisors sold 34 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2022, an estimated $1.08K.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1303 holding.
American Portfolios Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2019 and has held it in 14 quarters since.
American Portfolios Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $441K in Q2 2021.
228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.