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

MYCIO Wealth Partners’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
-35,470
Closed -$1.13M – 47
2022
Q2 		$1.13M Hold
35,470
– – 0.42% 20
2022
Q1 		$1.2M Hold
35,470
– – 0.38% 21
2021
Q4 		$1.25M Buy
35,470
+257
+0.7% +$9.07K 0.41% 20
2021
Q3 		$1.21M Buy
35,213
+208
+0.6% +$7.22K 0.45% 18
2021
Q2 		$1.21M Hold
35,005
– – 0.49% 16
2021
Q1 		$1.15M Buy
+35,005
New +$1.12M 0.51% 16
2020
Q3 		– Sell
-10,570
Closed -$292K – 34
2020
Q2 		$292K Hold
10,570
– – 0.2% 23
2020
Q1 		$256K Sell
10,570
-655,856
-98% -$18.7M 0.17% 21
2019
Q4 		$20.3M Buy
666,426
+28,844
+5% +$880K 1.32% 16
2019
Q3 		$19.1M Buy
637,582
+17,004
+3% +$496K 1.42% 14
2019
Q2 		$18.5M Buy
620,578
+51,604
+9% +$1.52M 1.45% 14
2019
Q1 		$16.4M Buy
568,974
+38,542
+7% +$1.07M 1.36% 16
2018
Q4 		$13.7M Sell
530,432
-124,857
-19% -$3.47M 1.27% 15
2018
Q3 		$19.6M Buy
655,289
+69,697
+12% +$2.06M 1.9% 11
2018
Q2 		$17.3M Buy
585,592
+56,373
+11% +$1.68M 1.79% 12
2018
Q1 		$15.2M Buy
529,219
+32,696
+7% +$961K 1.71% 13
2017
Q4 		$14.7M Buy
496,523
+45,914
+10% +$1.36M 1.59% 12
2017
Q3 		$13M Buy
450,609
+20,313
+5% +$574K 1.48% 12
2017
Q2 		$12.2M Buy
430,296
+43,806
+11% +$1.24M 1.43% 14
2017
Q1 		$10.6M Buy
386,490
+373,574
+2,892% +$10M 1.31% 14
2016
Q4 		$337K Buy
12,916
+12,281
+1,934% +$311K 0.05% 150
2016
Q3 		$16K Hold
635
– – ﹤0.01% 501
2016
Q2 		$15K Sell
635
-745
-54% -$17.9K ﹤0.01% 498
2016
Q1 		$33K Buy
1,380
+6
+0.4% +$141 0.01% 369
2015
Q4 		$35K Buy
1,374
+7
+0.5% +$182 0.01% 332
2015
Q3 		$34K Buy
1,367
+12
+0.9% +$317 0.01% 346
2015
Q2 		$37K Hold
1,355
– – 0.01% 335
2015
Q1 		$38K Buy
+1,355
New +$36.2K 0.01% 315

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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $8.53B AUM 21.43% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MYCIO Wealth Partners's HEFA Position: Q3 2022 in Review

MYCIO Wealth Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2022, closing a stake of 35,470 shares — an estimated $1.13M sold.

MYCIO Wealth Partners first reported a position in HEFA in Q1 2015 and held it in 28 quarters. The position peaked at $20.3M in Q4 2019. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

  • MYCIO Wealth Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • MYCIO Wealth Partners sold 35,470 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2022, an estimated $1.13M.
  • MYCIO Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and held it in 28 quarters.
  • MYCIO Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $20.3M in Q4 2019.
  • 228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

Based on MYCIO Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.