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

RTD 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
Q3 		– Sell
-7,248
Closed -$231K – 99
2022
Q2 		$231K Sell
7,248
-132
-2% -$4.37K 0.04% 101
2022
Q1 		$250K Buy
7,380
+600
+9% +$20.4K 0.03% 101
2021
Q4 		$240K Buy
+6,780
New +$239K 0.03% 109

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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RTD Financial Advisors's HEFA Position: Q3 2022 in Review

RTD Financial Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2022, closing a stake of 7,248 shares — an estimated $231K sold.

RTD Financial Advisors first reported a position in HEFA in Q4 2021 and held it in 3 quarters. The position peaked at $250K in Q1 2022. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

  • RTD Financial Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • RTD Financial Advisors sold 7,248 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2022, an estimated $231K.
  • RTD Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and held it in 3 quarters.
  • RTD Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $250K in Q1 2022.
  • 228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

Based on RTD Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.