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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

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Miracle Mile Advisors's HEFA Position: Q2 2023 in Review

Miracle Mile Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2023, closing a stake of 10,087 shares — an estimated $297K sold.

Miracle Mile Advisors first reported a position in HEFA in Q2 2022 and held it in 4 quarters. The position peaked at $68.5M in Q3 2022. 220 funds tracked by Wall St. Rank hold HEFA as of Q2 2023.

  • Miracle Mile Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Miracle Mile Advisors sold 10,087 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2023, an estimated $297K.
  • Miracle Mile Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and held it in 4 quarters.
  • Miracle Mile Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $68.5M in Q3 2022.
  • 220 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2023.

Based on Miracle Mile Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.