KerberRose Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

KerberRose Wealth Management’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
2022 Q2	$800K	Buy	+25,141	New	+$833K	0.65%	35

Other funds holding HEFA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return