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Insight Wealth Strategies’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Insight Wealth Strategies’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
2021
Q1 		– Sell
-8,560
Closed -$261K – 227
2020
Q4 		$261K Sell
8,560
-1,036
-11% -$30.2K 0.04% 186
2020
Q3 		$264K Buy
9,596
+67
+0.7% +$1.86K 0.05% 157
2020
Q2 		$263K Sell
9,529
-45
-0.5% -$1.18K 0.06% 139
2020
Q1 		$232K Hold
9,574
– – 0.06% 131
2019
Q4 		$292K Buy
9,574
+477
+5% +$14.6K 0.06% 170
2019
Q3 		$272K Buy
+9,097
New +$266K 0.06% 165

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return