MBA Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

MBA Advisors’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	–	Sell	-75,589	Closed	-$2.4M	–	129
2022 Q2	$2.4M	Buy	75,589 +8,516	+13%	+$282K	1.65%	18
2022 Q1	$2.28M	Buy	67,073 +10,043	+18%	+$341K	1.41%	21
2021 Q4	$2.02M	Buy	57,030 +2,381	+4%	+$84.1K	1.25%	23
2021 Q3	$1.88M	Buy	54,649 +5,318	+11%	+$185K	1.39%	20
2021 Q2	$1.71K	Buy	49,331 +31,241	+173%	+$1.06M	0.8%	23
2021 Q1	$596	Buy	+18,090	New	+$577K	0.33%	61

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 $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

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

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

MBA Advisors's HEFA Position: Q3 2022 in Review

MBA Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2022, closing a stake of 75,589 shares — an estimated $2.4M sold.

MBA Advisors first reported a position in HEFA in Q1 2021 and held it in 6 quarters. The position peaked at $2.4M in Q2 2022. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

MBA Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
MBA Advisors sold 75,589 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2022, an estimated $2.4M.
MBA Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2021 and held it in 6 quarters.
MBA Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.4M in Q2 2022.
228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

Based on MBA Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.