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 $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Bank of New York Mellon

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