Guardian Wealth Management (Illinois)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Guardian Wealth Management (Illinois)’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 Q4	–	Sell	-491	Closed	-$15K	–	261
2022 Q3	$15K	Buy	491 +12	+3%	+$382	0.02%	145
2022 Q2	$15K	Hold	479	–	–	0.02%	148
2022 Q1	$16K	Hold	479	–	–	0.02%	157
2021 Q4	$17K	Buy	+479	New	+$16.9K	0.02%	156

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Guardian Wealth Management (Illinois)'s HEFA Position: Q4 2022 in Review

Guardian Wealth Management (Illinois) sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2022, closing a stake of 491 shares — an estimated $15K sold.

Guardian Wealth Management (Illinois) first reported a position in HEFA in Q4 2021 and held it in 4 quarters. The position peaked at $17K in Q4 2021. 217 funds tracked by Wall St. Rank hold HEFA as of Q4 2022.

Guardian Wealth Management (Illinois) reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 491 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2022, an estimated $15K.
Guardian Wealth Management (Illinois) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and held it in 4 quarters.
Guardian Wealth Management (Illinois)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $17K in Q4 2021.
217 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2022, filed 10 Feb 2023.