Atlas Private Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-2,150	Closed	-$74K	–	378
2021 Q3	$74K	Hold	2,150	–	–	0.04%	199
2021 Q2	$74K	Sell	2,150 -140	-6%	-$4.75K	0.04%	192
2021 Q1	$76K	Sell	2,290 -235	-9%	-$7.49K	0.04%	192
2020 Q4	$77K	Sell	2,525 -30	-1%	-$875	0.05%	176
2020 Q3	$70K	Sell	2,555 -15	-0.6%	-$416	0.06%	171
2020 Q2	$71K	Buy	+2,570	New	+$67.3K	0.06%	172

Other funds holding HEFA

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

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

PCIG

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlas Private Wealth Advisors's HEFA Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2021, closing a stake of 2,150 shares — an estimated $74K sold.

Atlas Private Wealth Advisors first reported a position in HEFA in Q2 2020 and held it in 6 quarters. The position peaked at $77K in Q4 2020. 200 funds tracked by Wall St. Rank hold HEFA as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,150 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2021, an estimated $74K.
Atlas Private Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $77K in Q4 2020.
200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.