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Pennsylvania Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Pennsylvania Capital 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
2023
Q1 		– Sell
-10,081
Closed -$287K – 90
2022
Q4 		$287K Buy
+10,081
New +$309K 0.15% 78
2020
Q1 		– Sell
-125,225
Closed -$3.82M – 50
2019
Q4 		$3.82M Buy
+125,225
New +$3.82M 3.62% 7

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

Pennsylvania Capital Management's HEFA Position: Q1 2023 in Review

Pennsylvania Capital Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2023, closing a stake of 10,081 shares — an estimated $287K sold.

Pennsylvania Capital Management first reported a position in HEFA in Q4 2019 and held it in 2 quarters. The position peaked at $3.82M in Q4 2019. 215 funds tracked by Wall St. Rank hold HEFA as of Q1 2023.

  • Pennsylvania Capital Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Pennsylvania Capital Management sold 10,081 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2023, an estimated $287K.
  • Pennsylvania Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and held it in 2 quarters.
  • Pennsylvania Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.82M in Q4 2019.
  • 215 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2023.

Based on Pennsylvania Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.