Ranch Capital Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-486	Closed	-$17K	–	325
2021 Q3	$17K	Hold	486	–	–	0.01%	401
2021 Q2	$16K	Hold	486	–	–	0.01%	531
2021 Q1	$16K	Hold	486	–	–	0.01%	513
2020 Q4	$14K	Hold	486	–	–	0.01%	563
2020 Q3	$13K	Hold	486	–	–	0.01%	570
2020 Q2	$13K	Hold	486	–	–	0.01%	583
2020 Q1	$11K	Buy	+486	New	+$13.8K	0.01%	571

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ranch Capital Advisors's HEFA Position: Q4 2021 in Review

Ranch Capital Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2021, closing a stake of 486 shares — an estimated $17K sold.

Ranch Capital Advisors first reported a position in HEFA in Q1 2020 and held it in 7 quarters. The position peaked at $17K in Q3 2021. 200 funds tracked by Wall St. Rank hold HEFA as of Q4 2021.

Ranch Capital Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 486 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2021, an estimated $17K.
Ranch Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2020 and held it in 7 quarters.
Ranch Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $17K in Q3 2021.
200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.