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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 $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $1.55T AUM 33.47% 1-Year Est. Return

Insight Wealth Strategies's HEFA Position: Q1 2021 in Review

Insight Wealth Strategies sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2021, closing a stake of 8,560 shares — an estimated $261K sold.

Insight Wealth Strategies first reported a position in HEFA in Q3 2019 and held it in 6 quarters. The position peaked at $292K in Q4 2019. 170 funds tracked by Wall St. Rank hold HEFA as of Q1 2021.

  • Insight Wealth Strategies reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 8,560 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2021, an estimated $261K.
  • Insight Wealth Strategies first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2019 and held it in 6 quarters.
  • Insight Wealth Strategies's iShares Currency Hedged MSCI EAFE ETF position peaked at $292K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2021.

Based on Insight Wealth Strategies's 13F filing for Q1 2021, filed 12 May 2021.