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IAG Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

IAG Wealth Partners’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
-238
Closed -$6.43K – 468
2022
Q4 		$6.43K Hold
238
– – ﹤0.01% 334
2022
Q3 		$7K Buy
+238
New +$7.58K ﹤0.01% 305

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
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

IAG Wealth Partners's HEFA Position: Q1 2023 in Review

IAG Wealth Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2023, closing a stake of 238 shares — an estimated $6.43K sold.

IAG Wealth Partners first reported a position in HEFA in Q3 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 215 funds tracked by Wall St. Rank hold HEFA as of Q1 2023.

  • IAG Wealth Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 238 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2023, an estimated $6.43K.
  • IAG Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and held it in 2 quarters.
  • IAG Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $7K in Q3 2022.
  • 215 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.