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

Howard Financial Services’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
Q1 		– Sell
-11,214
Closed -$303K – 148
2022
Q4 		$303K Buy
+11,214
New +$343K 0.08% 101

Other funds holding HEFA

Goldman Sachs
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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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Howard Financial Services's HEFA Position: Q1 2023 in Review

Howard Financial Services sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2023, closing a stake of 11,214 shares — an estimated $303K sold.

Howard Financial Services first reported a position in HEFA in Q4 2022 and held it in 1 quarter. The position peaked at $303K in Q4 2022. 215 funds tracked by Wall St. Rank hold HEFA as of Q1 2023.

  • Howard Financial Services reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Howard Financial Services sold 11,214 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2023, an estimated $303K.
  • Howard Financial Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • Howard Financial Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $303K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2023.

Based on Howard Financial Services's 13F filing for Q1 2023, filed 5 Apr 2023.