Meeder Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Meeder Asset Management’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 Q1	–	Sell	-940	Closed	-$33K	–	2397
2021 Q4	$33K	Hold	940	–	–	﹤0.01%	564
2021 Q3	$32K	Hold	940	–	–	﹤0.01%	1247
2021 Q2	$33K	Buy	+940	New	+$31.9K	﹤0.01%	1282

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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Meeder Asset Management's HEFA Position: Q1 2022 in Review

Meeder Asset Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2022, closing a stake of 940 shares — an estimated $33K sold.

Meeder Asset Management first reported a position in HEFA in Q2 2021 and held it in 3 quarters. The position peaked at $33K in Q4 2021. 200 funds tracked by Wall St. Rank hold HEFA as of Q1 2022.

Meeder Asset Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Meeder Asset Management sold 940 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2022, an estimated $33K.
Meeder Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2021 and held it in 3 quarters.
Meeder Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $33K in Q4 2021.
200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2022.

Based on Meeder Asset Management's 13F filing for Q1 2022, filed 10 May 2022.