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

Personal 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
2021
Q3 		– Sell
-106
Closed -$4K – 207
2021
Q2 		$4K Buy
+106
New +$3.6K ﹤0.01% 331

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal Wealth Partners's HEFA Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2021, closing a stake of 106 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in HEFA in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 179 funds tracked by Wall St. Rank hold HEFA as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 106 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2021, an estimated $4K.
  • Personal Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $4K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.