Koshinski Asset Management
HEFA icon

Koshinski Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Koshinski Asset 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
Q4 		– Sell
-29,108
Closed -$870K – 619
2022
Q3 		$870K Sell
29,108
-4,746
-14% -$151K 0.1% 227
2022
Q2 		$1.08M Buy
+33,854
New +$1.12M 0.11% 219

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CCM
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Northwestern Mutual Wealth Management
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US Bancorp
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Morgan Stanley
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Koshinski Asset Management's HEFA Position: Q4 2022 in Review

Koshinski Asset Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2022, closing a stake of 29,108 shares — an estimated $870K sold.

Koshinski Asset Management first reported a position in HEFA in Q2 2022 and held it in 2 quarters. The position peaked at $1.08M in Q2 2022. 217 funds tracked by Wall St. Rank hold HEFA as of Q4 2022.

  • Koshinski Asset Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 29,108 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2022, an estimated $870K.
  • Koshinski Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and held it in 2 quarters.
  • Koshinski Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.08M in Q2 2022.
  • 217 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2022.

Based on Koshinski Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.