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

Financial Insights’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
Q4 		– Sell
-9,310
Closed -$274K – 157
2023
Q3 		$274K Sell
9,310
-13,869
-60% -$420K 0.1% 132
2023
Q2 		$719K Sell
23,179
-6,316
-21% -$191K 0.26% 67
2023
Q1 		$869K Sell
29,495
-19,514
-40% -$563K 0.35% 52
2022
Q4 		$1.32M Sell
49,009
-13,835
-22% -$424K 0.63% 40
2022
Q3 		$1.88M Sell
62,844
-67
-0.1% -$2.13K 1.26% 18
2022
Q2 		$2M Sell
62,911
-5,846
-9% -$194K 2.03% 13
2022
Q1 		$2.33M Buy
68,757
+5,350
+8% +$182K 2.14% 10
2021
Q4 		$2.24M Buy
63,407
+4,760
+8% +$168K 1.93% 14
2021
Q3 		$2.02M Buy
58,647
+7,672
+15% +$266K 1.86% 15
2021
Q2 		$17.7M Buy
50,975
+7,862
+18% +$267K 1.46% 16
2021
Q1 		$1.42M Buy
43,113
+16,984
+65% +$541K 1.05% 21
2020
Q4 		$796K Buy
26,129
+5,555
+27% +$162K 0.62% 30
2020
Q3 		$567K Buy
20,574
+18,214
+772% +$505K 0.48% 36
2020
Q2 		$559 Sell
2,360
-15,142
-87% -$396K 0.5% 34
2020
Q1 		$424K Buy
17,502
+7,990
+84% +$227K 0.45% 38
2019
Q4 		$290K Buy
+9,512
New +$290K 0.25% 56

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 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
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Financial Insights's HEFA Position: Q4 2023 in Review

Financial Insights sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2023, closing a stake of 9,310 shares — an estimated $274K sold.

Financial Insights first reported a position in HEFA in Q4 2019 and held it in 16 quarters. The position peaked at $17.7M in Q2 2021. 260 funds tracked by Wall St. Rank hold HEFA as of Q4 2023.

  • Financial Insights reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Insights sold 9,310 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2023, an estimated $274K.
  • Financial Insights first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and held it in 16 quarters.
  • Financial Insights's iShares Currency Hedged MSCI EAFE ETF position peaked at $17.7M in Q2 2021.
  • 260 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2023.

Based on Financial Insights's 13F filing for Q4 2023, filed 25 Jan 2024.