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Romano Brothers & Co’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Romano Brothers & Co’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
-346
Closed -$9.34K – 570
2022
Q4 		$9.34K Buy
+346
New +$10.6K ﹤0.01% 735

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

Romano Brothers & Co's HEFA Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2023, closing a stake of 346 shares — an estimated $9.34K sold.

Romano Brothers & Co first reported a position in HEFA in Q4 2022 and held it in 1 quarter. The position peaked at $9.34K in Q4 2022. 215 funds tracked by Wall St. Rank hold HEFA as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 346 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2023, an estimated $9.34K.
  • Romano Brothers & Co first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Currency Hedged MSCI EAFE ETF position peaked at $9.34K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.