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

Canvas 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
2023 Q2	–	Sell	-13,380	Closed	-$404K	–	133
2023 Q1	$404K	Sell	13,380 -44,407	-77%	-$1.28M	0.17%	84
2022 Q4	$1.66M	Buy	57,787 +5,762	+11%	+$176K	0.69%	30
2022 Q3	$1.64M	Sell	52,025 -11,655	-18%	-$371K	0.7%	31
2022 Q2	$2.03M	Sell	63,680 -4,396	-6%	-$146K	0.82%	32
2022 Q1	$2.29M	Sell	68,076 -13,321	-16%	-$453K	0.84%	37
2021 Q4	$2.88M	Buy	81,397 +6,632	+9%	+$234K	1.03%	25
2021 Q3	$2.57M	Buy	74,765 +5,775	+8%	+$201K	1.05%	28
2021 Q2	$2.39M	Buy	68,990 +23,612	+52%	+$802K	1.07%	25
2021 Q1	$1.51M	Buy	+45,378	New	+$1.45M	0.88%	30

Other funds holding HEFA

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Canvas Wealth Advisors's HEFA Position: Q2 2023 in Review

Canvas Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2023, closing a stake of 13,380 shares — an estimated $404K sold.

Canvas Wealth Advisors first reported a position in HEFA in Q1 2021 and held it in 9 quarters. The position peaked at $2.88M in Q4 2021. 220 funds tracked by Wall St. Rank hold HEFA as of Q2 2023.

Canvas Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
Canvas Wealth Advisors sold 13,380 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2023, an estimated $404K.
Canvas Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2021 and held it in 9 quarters.
Canvas Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.88M in Q4 2021.
220 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2023.

Based on Canvas Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.