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

MBL Wealth’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
Q1 		– Sell
-82,442
Closed -$2.23M – 172
2022
Q4 		$2.23M Buy
82,442
+27
+0% +$827 0.43% 41
2022
Q3 		$2.46M Buy
+82,415
New +$2.63M 0.53% 39

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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MBL Wealth's HEFA Position: Q1 2023 in Review

MBL Wealth sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2023, closing a stake of 82,442 shares — an estimated $2.23M sold.

MBL Wealth first reported a position in HEFA in Q3 2022 and held it in 2 quarters. The position peaked at $2.46M in Q3 2022. 215 funds tracked by Wall St. Rank hold HEFA as of Q1 2023.

  • MBL Wealth reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • MBL Wealth sold 82,442 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2023, an estimated $2.23M.
  • MBL Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and held it in 2 quarters.
  • MBL Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.46M in Q3 2022.
  • 215 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2023.

Based on MBL Wealth's 13F filing for Q1 2023, filed 12 Apr 2023.