Lumature Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Lumature Wealth Partners’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	–	Sell	-362	Closed	-$12K	–	420
2022 Q1	$12K	Sell	362 -511	-59%	-$17.4K	﹤0.01%	327
2021 Q4	$31K	Hold	873	–	–	0.01%	263
2021 Q3	$30K	Hold	873	–	–	0.01%	256
2021 Q2	$30K	Sell	873 -589	-40%	-$20K	0.01%	250
2021 Q1	$48K	Sell	1,462 -512	-26%	-$16.3K	0.03%	232
2020 Q4	$60K	Buy	+1,974	New	+$57.6K	0.06%	144

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

JPG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Lumature Wealth Partners's HEFA Position: Q2 2022 in Review

Lumature Wealth Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2022, closing a stake of 362 shares — an estimated $12K sold.

Lumature Wealth Partners first reported a position in HEFA in Q4 2020 and held it in 6 quarters. The position peaked at $60K in Q4 2020. 232 funds tracked by Wall St. Rank hold HEFA as of Q2 2022.

Lumature Wealth Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Lumature Wealth Partners sold 362 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2022, an estimated $12K.
Lumature Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and held it in 6 quarters.
Lumature Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $60K in Q4 2020.
232 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2022.

Based on Lumature Wealth Partners's 13F filing for Q2 2022, filed 10 Aug 2022.