Kore Private Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kore Private Wealth’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 Q3	$270K	Hold	9,022	–	–	0.05%	199
2022 Q2	$287K	Hold	9,022	–	–	0.04%	222
2022 Q1	$306K	Hold	9,022	–	–	0.04%	238
2021 Q4	$319K	Hold	9,022	–	–	0.04%	230
2021 Q3	$310K	Hold	9,022	–	–	0.03%	326
2021 Q2	$313K	Buy	+9,022	New	+$306K	0.04%	310

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 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 $2.65B AUM 16.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Kore Private Wealth's HEFA Position: Q3 2022 in Review

Kore Private Wealth held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2022 at 9,022 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #199.

Kore Private Wealth first reported a position in HEFA in Q2 2021 and has held it in 6 quarters since. The position peaked at $319K in Q4 2021. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

Kore Private Wealth held 9,022 shares of iShares Currency Hedged MSCI EAFE ETF worth $270K as of Q3 2022.
Kore Private Wealth left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2022.
iShares Currency Hedged MSCI EAFE ETF made up 0.05% of Kore Private Wealth's portfolio in Q3 2022, its #199 holding.
Kore Private Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2021 and has held it in 6 quarters since.
Kore Private Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $319K in Q4 2021.
228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.