Sargent Bickham Lagudis’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Sargent Bickham Lagudis’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	$5.48K	Hold	203	–	–	﹤0.01%	792
2022 Q3	$6K	Buy	+203	New	+$6.47K	﹤0.01%	758
2020 Q4	–	Sell	-12,165	Closed	-$335K	–	892
2020 Q3	$335K	Sell	12,165 -7,252	-37%	-$201K	0.03%	173
2020 Q2	$536K	Sell	19,417 -12,073	-38%	-$316K	0.06%	133
2020 Q1	$762K	Sell	31,490 -5,413	-15%	-$154K	0.1%	124
2019 Q4	$1.13M	Hold	36,903	–	–	0.12%	112
2019 Q3	$1.1M	Hold	36,903	–	–	0.13%	112
2019 Q2	$1.1M	Hold	36,903	–	–	0.13%	115
2019 Q1	$1.06M	Hold	36,903	–	–	0.12%	116
2018 Q4	$952K	Hold	36,903	–	–	0.12%	111
2018 Q3	$1.1M	Hold	36,903	–	–	0.13%	114
2018 Q2	$1.09M	Hold	36,903	–	–	0.14%	109
2018 Q1	$1.06M	Sell	36,903 -8,453	-19%	-$248K	0.13%	107
2017 Q4	$1.35M	Sell	45,356 -340	-0.7%	-$10.1K	0.16%	110
2017 Q3	$1.32M	Sell	45,696 -1,172	-3%	-$33.1K	0.16%	113
2017 Q2	$1.33M	Sell	46,868 -3,455	-7%	-$97.7K	0.17%	113
2017 Q1	$1.39M	Sell	50,323 -5,673	-10%	-$153K	0.18%	110
2016 Q4	$1.46M	Sell	55,996 -1,733	-3%	-$43.9K	0.23%	99
2016 Q3	$1.43K	Sell	57,729 -18,399	-24%	-$448K	0.22%	104
2016 Q2	$1.83M	Sell	76,128 -2,355	-3%	-$56.6K	0.28%	88
2016 Q1	$1.87M	Buy	+78,483	New	+$1.85M	0.3%	80

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sargent Bickham Lagudis's HEFA Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q4 2022 at 203 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Sargent Bickham Lagudis first reported a position in HEFA in Q1 2016 and has held it in 21 quarters since. The position peaked at $1.87M in Q1 2016. 217 funds tracked by Wall St. Rank hold HEFA as of Q4 2022.

Sargent Bickham Lagudis held 203 shares of iShares Currency Hedged MSCI EAFE ETF worth $5.48K as of Q4 2022.
Sargent Bickham Lagudis left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q4 2022.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #792 holding.
Sargent Bickham Lagudis first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2016 and has held it in 21 quarters since.
Sargent Bickham Lagudis's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.87M in Q1 2016.
217 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.