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MMA
Miracle Mile Advisors’s
iShares Currency Hedged MSCI EAFE ETF
HEFA
Stock Holding History
Miracle Mile 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
2023
Q2
–
Sell
-10,087
Closed
-$297K
–
517
2023
Q1
$297K
Buy
10,087
+676
+7%
+$19.5K
0.01%
430
2022
Q4
$254K
Sell
9,411
-2,283,233
-100%
-$69.9M
0.01%
439
2022
Q3
$68.5M
Buy
2,292,644
+151,854
+7%
+$4.84M
3.2%
4
2022
Q2
$68.1M
Buy
+2,140,790
New
+$70.9M
3.2%
3
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$761B AUM
31.28%
1-Year Est. Return
UCFA
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$16.2B AUM
16.34%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
JPG
Jordan Park Group
San Francisco, California
$1.88B AUM
16.2%
1-Year Est. Return
FIB
First Interstate Bank
Billings, Montana
$1.78B AUM
13.62%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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