JP Morgan Private Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

JP Morgan Private Wealth Advisors’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	$4.62M	Sell	153,556 -25,711	-14%	-$778K	0.01%	520
2023 Q2	$5.56M	Sell	179,267 -575,628	-76%	-$17.4M	0.03%	323
2023 Q1	$22.2M	Sell	754,895 -11,285	-1%	-$326K	0.05%	293
2022 Q4	$20.7M	Buy	766,180 +36,425	+5%	+$1.12M	0.05%	299
2022 Q3	$21.8M	Sell	729,755 -526,877	-42%	-$16.8M	0.06%	274
2022 Q2	$40M	Sell	1,256,632 -6,208	-0.5%	-$206K	0.1%	198
2022 Q1	$42.9M	Buy	1,262,840 +18,080	+1%	+$614K	0.09%	211
2021 Q4	$44M	Sell	1,244,760 -33,958	-3%	-$1.2M	0.09%	205
2021 Q3	$44M	Buy	1,278,718 +29,675	+2%	+$1.03M	0.11%	195
2021 Q2	$43.3M	Buy	1,249,043 +74,503	+6%	+$2.53M	0.11%	194
2021 Q1	$38.7M	Sell	1,174,540 -464,927	-28%	-$14.8M	0.13%	171
2020 Q4	$50M	Sell	1,639,467 -42,243	-3%	-$1.23M	0.16%	145
2020 Q3	$46.3M	Sell	1,681,710 -2,199,637	-57%	-$61M	0.18%	125
2020 Q2	$107M	Buy	3,881,347 +2,200,919	+131%	+$57.6M	0.49%	52
2020 Q1	$40.7M	Buy	1,680,428 +334,943	+25%	+$9.53M	0.23%	104
2019 Q4	$41.1M	Buy	1,345,485 +46,837	+4%	+$1.43M	0.19%	126
2019 Q3	$38.9M	Buy	1,298,648 +68,159	+6%	+$1.99M	0.2%	119
2019 Q2	$36.7M	Buy	1,230,489 +2,859	+0.2%	+$84K	0.2%	119
2019 Q1	$35.4M	Buy	1,227,630 +199,293	+19%	+$5.54M	0.18%	123
2018 Q4	$26.5M	Sell	1,028,337 -398,647	-28%	-$11.1M	0.16%	141
2018 Q3	$42.7M	Buy	+1,426,984	New	+$42.1M	0.21%	116
2017 Q3	–	Sell	-33,990	Closed	-$966K	–	1257
2017 Q2	$966K	Hold	33,990	–	–	0.01%	630
2017 Q1	$935K	Buy	33,990 +45	+0.1%	+$1.21K	0.01%	654
2016 Q4	$887K	Buy	+33,945	New	+$860K	0.01%	625
2016 Q2	–	Sell	-32,610	Closed	-$778K	–	1281
2016 Q1	$778K	Buy	32,610 +22,652	+227%	+$534K	0.01%	619
2015 Q4	$253K	Buy	+9,958	New	+$259K	﹤0.01%	937

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

JP Morgan Private Wealth Advisors's HEFA Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 14% in Q3 2023, selling an estimated $778K and leaving 153,556 shares worth $4.62M. The position accounts for 0.01% of the portfolio, ranked #520.

JP Morgan Private Wealth Advisors first reported a position in HEFA in Q4 2015 and has held it in 26 quarters since. The position peaked at $107M in Q2 2020. 231 funds tracked by Wall St. Rank hold HEFA as of Q3 2023.

JP Morgan Private Wealth Advisors held 153,556 shares of iShares Currency Hedged MSCI EAFE ETF worth $4.62M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 25,711 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2023, an estimated $778K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #520 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and has held it in 26 quarters since.
JP Morgan Private Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $107M in Q2 2020.
231 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.