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Quattro Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Quattro Financial 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
2022
Q4 		– Sell
-195,922
Closed -$5.86M – 85
2022
Q3 		$5.86M Sell
195,922
-7,421
-4% -$237K 2.34% 11
2022
Q2 		$6.47M Sell
203,343
-321,940
-61% -$10.7M 2.2% 15
2022
Q1 		$17.8M Buy
525,283
+245,212
+88% +$8.33M 6% 4
2021
Q4 		$9.89M Buy
+280,071
New +$9.89M 3.5% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Quattro Financial Advisors's HEFA Position: Q4 2022 in Review

Quattro Financial Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2022, closing a stake of 195,922 shares — an estimated $5.86M sold.

Quattro Financial Advisors first reported a position in HEFA in Q4 2021 and held it in 4 quarters. The position peaked at $17.8M in Q1 2022. 217 funds tracked by Wall St. Rank hold HEFA as of Q4 2022.

  • Quattro Financial Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Quattro Financial Advisors sold 195,922 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2022, an estimated $5.86M.
  • Quattro Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and held it in 4 quarters.
  • Quattro Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $17.8M in Q1 2022.
  • 217 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2022.

Based on Quattro Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.