Castleview Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Castleview 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
2021 Q2	$36K	Buy	+1,052	New	+$35.7K	0.02%	466

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

CCM

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

PCIG

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

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castleview Partners's HEFA Position: Q2 2021 in Review

Castleview Partners opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2021: 1,052 shares worth $36K. The stake represents 0.02% of the portfolio and ranks #466 among its holdings.

176 funds tracked by Wall St. Rank hold HEFA as of Q2 2021.

Castleview Partners held 1,052 shares of iShares Currency Hedged MSCI EAFE ETF worth $36K as of Q2 2021.
iShares Currency Hedged MSCI EAFE ETF was a new Castleview Partners position in Q2 2021.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Castleview Partners's portfolio in Q2 2021, its #466 holding.
176 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.