Integrated Advisors Network’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Integrated Advisors Network’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 Q3	–	Sell	-84,402	Closed	-$2.62M	–	680
2023 Q2	$2.62M	Sell	84,402 -1,312	-2%	-$39.7K	0.15%	168
2023 Q1	$2.53M	Buy	+85,714	New	+$2.47M	0.15%	164

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

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

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

Integrated Advisors Network's HEFA Position: Q3 2023 in Review

Integrated Advisors Network sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2023, closing a stake of 84,402 shares — an estimated $2.62M sold.

Integrated Advisors Network first reported a position in HEFA in Q1 2023 and held it in 2 quarters. The position peaked at $2.62M in Q2 2023. 231 funds tracked by Wall St. Rank hold HEFA as of Q3 2023.

Integrated Advisors Network reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Integrated Advisors Network sold 84,402 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2023, an estimated $2.62M.
Integrated Advisors Network first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and held it in 2 quarters.
Integrated Advisors Network's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.62M in Q2 2023.
231 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2023.

Based on Integrated Advisors Network's 13F filing for Q3 2023, filed 16 Nov 2023.