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Magnus Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Magnus Financial 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
2022
Q2 		– Sell
-7,077
Closed -$240K – 289
2022
Q1 		$240K Sell
7,077
-2,383
-25% -$81K 0.04% 248
2021
Q4 		$334K Buy
9,460
+1,942
+26% +$68.6K 0.06% 179
2021
Q3 		$259K Buy
+7,518
New +$261K 0.05% 202

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Magnus Financial Group's HEFA Position: Q2 2022 in Review

Magnus Financial Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2022, closing a stake of 7,077 shares — an estimated $240K sold.

Magnus Financial Group first reported a position in HEFA in Q3 2021 and held it in 3 quarters. The position peaked at $334K in Q4 2021. 232 funds tracked by Wall St. Rank hold HEFA as of Q2 2022.

  • Magnus Financial Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Magnus Financial Group sold 7,077 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2022, an estimated $240K.
  • Magnus Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2021 and held it in 3 quarters.
  • Magnus Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $334K in Q4 2021.
  • 232 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2022.

Based on Magnus Financial Group's 13F filing for Q2 2022, filed 11 Aug 2022.