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Leo Brokerage’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Leo Brokerage’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
Q2 		$256K Sell
8,271
-760
-8% -$23K 0.03% 260
2023
Q1 		$266K Buy
+9,031
New +$261K 0.04% 244
2022
Q2 		– Sell
-8,271
Closed -$281K – 204
2022
Q1 		$281K Buy
+8,271
New +$281K 0.04% 199

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Leo Brokerage's HEFA Position: Q2 2023 in Review

Leo Brokerage reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 8.4% in Q2 2023, selling an estimated $23K and leaving 8,271 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #260.

Leo Brokerage first reported a position in HEFA in Q1 2022 and has held it in 3 quarters since. The position peaked at $281K in Q1 2022. 220 funds tracked by Wall St. Rank hold HEFA as of Q2 2023.

  • Leo Brokerage held 8,271 shares of iShares Currency Hedged MSCI EAFE ETF worth $256K as of Q2 2023.
  • Leo Brokerage sold 760 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2023, an estimated $23K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #260 holding.
  • Leo Brokerage first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2022 and has held it in 3 quarters since.
  • Leo Brokerage's iShares Currency Hedged MSCI EAFE ETF position peaked at $281K in Q1 2022.
  • 220 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.