EWM
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Endowment Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Endowment 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
Q1 		– Sell
-5,690
Closed -$201K – 127
2021
Q4 		$201K Buy
+5,690
New +$201K 0.2% 114

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Endowment Wealth Management's HEFA Position: Q1 2022 in Review

Endowment Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2022, closing a stake of 5,690 shares — an estimated $201K sold.

Endowment Wealth Management first reported a position in HEFA in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 200 funds tracked by Wall St. Rank hold HEFA as of Q1 2022.

  • Endowment Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Endowment Wealth Management sold 5,690 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2022, an estimated $201K.
  • Endowment Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and held it in 1 quarter.
  • Endowment Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $201K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2022.

Based on Endowment Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.