Clarity Financial’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Clarity Financial’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 Q3	–	Sell	-76,618	Closed	-$2.44M	–	92
2022 Q2	$2.44M	Sell	76,618 -206	-0.3%	-$6.83K	0.53%	40
2022 Q1	$2.61M	Hold	76,824	–	–	0.53%	39
2021 Q4	$2.71M	Buy	76,824 +45,940	+149%	+$1.62M	0.42%	47
2021 Q3	$1.06M	Sell	30,884 -20,219	-40%	-$702K	0.17%	64
2021 Q2	$1.77M	Sell	51,103 -13,785	-21%	-$468K	0.34%	53
2021 Q1	$2.14M	Buy	64,888 +50,210	+342%	+$1.6M	0.43%	52
2020 Q4	$447K	Buy	+14,678	New	+$428K	0.11%	65

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PCIG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Clarity Financial's HEFA Position: Q3 2022 in Review

Clarity Financial sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2022, closing a stake of 76,618 shares — an estimated $2.44M sold.

Clarity Financial first reported a position in HEFA in Q4 2020 and held it in 7 quarters. The position peaked at $2.71M in Q4 2021. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

Clarity Financial reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Clarity Financial sold 76,618 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2022, an estimated $2.44M.
Clarity Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and held it in 7 quarters.
Clarity Financial's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.71M in Q4 2021.
228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

Based on Clarity Financial's 13F filing for Q3 2022, filed 10 Nov 2022.