Blue Bell Private Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Blue Bell Private Wealth Management’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	-800	Closed	-$24K	–	712
2022 Q3	$24K	Hold	800	–	–	0.01%	280
2022 Q2	$25K	Hold	800	–	–	0.01%	288
2022 Q1	$27K	Hold	800	–	–	0.01%	289
2021 Q4	$28K	Buy	+800	New	+$28.2K	0.01%	264

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

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

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

Blue Bell Private Wealth Management's HEFA Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2022, closing a stake of 800 shares — an estimated $24K sold.

Blue Bell Private Wealth Management first reported a position in HEFA in Q4 2021 and held it in 4 quarters. The position peaked at $28K in Q4 2021. 217 funds tracked by Wall St. Rank hold HEFA as of Q4 2022.

Blue Bell Private Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 800 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2022, an estimated $24K.
Blue Bell Private Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and held it in 4 quarters.
Blue Bell Private Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $28K in Q4 2021.
217 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.