Avantax Planning Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-14,520	Closed	-$434K	–	369
2022 Q3	$434K	Hold	14,520	–	–	0.02%	235
2022 Q2	$462K	Hold	14,520	–	–	0.02%	221
2022 Q1	$493K	Hold	14,520	–	–	0.02%	226
2021 Q4	$513K	Hold	14,520	–	–	0.02%	213
2021 Q3	$499K	Hold	14,520	–	–	0.02%	197
2021 Q2	$503K	Hold	14,520	–	–	0.02%	195
2021 Q1	$479K	Buy	+14,520	New	+$463K	0.02%	193

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avantax Planning Partners's HEFA Position: Q4 2022 in Review

Avantax Planning Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2022, closing a stake of 14,520 shares — an estimated $434K sold.

Avantax Planning Partners first reported a position in HEFA in Q1 2021 and held it in 7 quarters. The position peaked at $513K in Q4 2021. 217 funds tracked by Wall St. Rank hold HEFA as of Q4 2022.

Avantax Planning Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Avantax Planning Partners sold 14,520 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2022, an estimated $434K.
Avantax Planning Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2021 and held it in 7 quarters.
Avantax Planning Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $513K in Q4 2021.
217 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2022.

Based on Avantax Planning Partners's 13F filing for Q4 2022, filed 10 Feb 2023.