CWA
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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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return