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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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KerberRose Wealth Management's HEFA Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2022: 25,141 shares worth $800K. The stake represents 0.65% of the portfolio and ranks #35 among its holdings.

232 funds tracked by Wall St. Rank hold HEFA as of Q2 2022.

  • KerberRose Wealth Management held 25,141 shares of iShares Currency Hedged MSCI EAFE ETF worth $800K as of Q2 2022.
  • iShares Currency Hedged MSCI EAFE ETF was a new KerberRose Wealth Management position in Q2 2022.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.65% of KerberRose Wealth Management's portfolio in Q2 2022, its #35 holding.
  • 232 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.