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San Luis Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

San Luis Wealth 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
-16,845
Closed -$536K – 83
2022
Q2 		$536K Buy
+16,845
New +$558K 0.62% 35

Other funds holding HEFA

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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

San Luis Wealth Advisors's HEFA Position: Q3 2022 in Review

San Luis Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2022, closing a stake of 16,845 shares — an estimated $536K sold.

San Luis Wealth Advisors first reported a position in HEFA in Q2 2022 and held it in 1 quarter. The position peaked at $536K in Q2 2022. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

  • San Luis Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 16,845 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2022, an estimated $536K.
  • San Luis Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $536K in Q2 2022.
  • 228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

Based on San Luis Wealth Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.