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Kerntke Otto McGlone Wealth Management Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q1 		– Sell
-506
Closed -$14K – 83
2022
Q4 		$14K Buy
+506
New +$15.5K 0.02% 91

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UCFA
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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's HEFA Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2023, closing a stake of 506 shares — an estimated $14K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in HEFA in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 215 funds tracked by Wall St. Rank hold HEFA as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 506 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2023, an estimated $14K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $14K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.