AC
HEFA icon

Avestar Capital’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Avestar Capital’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
-507,381
Closed -$15.2M – 327
2022
Q3 		$15.2M Sell
507,381
-1,985
-0.4% -$63.3K 3.87% 4
2022
Q2 		$16.2M Buy
509,366
+18,420
+4% +$610K 3.99% 4
2022
Q1 		$16.7M Buy
+490,946
New +$16.7M 2.66% 6

Other funds holding HEFA

Goldman Sachs
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Wells Fargo
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
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

Avestar Capital's HEFA Position: Q4 2022 in Review

Avestar Capital sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2022, closing a stake of 507,381 shares — an estimated $15.2M sold.

Avestar Capital first reported a position in HEFA in Q1 2022 and held it in 3 quarters. The position peaked at $16.7M in Q1 2022. 217 funds tracked by Wall St. Rank hold HEFA as of Q4 2022.

  • Avestar Capital reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Avestar Capital sold 507,381 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2022, an estimated $15.2M.
  • Avestar Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2022 and held it in 3 quarters.
  • Avestar Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $16.7M in Q1 2022.
  • 217 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2022.

Based on Avestar Capital's 13F filing for Q4 2022, filed 20 Jan 2023.