Schroder Investment Management Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Schroder Investment Management Group’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 Q4	–	Sell	-17,021	Closed	-$512K	–	1219
2023 Q3	$512K	Buy	+17,021	New	+$515K	﹤0.01%	1094

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Schroder Investment Management Group's HEFA Position: Q4 2023 in Review

Schroder Investment Management Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2023, closing a stake of 17,021 shares — an estimated $512K sold.

Schroder Investment Management Group first reported a position in HEFA in Q3 2023 and held it in 1 quarter. The position peaked at $512K in Q3 2023. 260 funds tracked by Wall St. Rank hold HEFA as of Q4 2023.

Schroder Investment Management Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Schroder Investment Management Group sold 17,021 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2023, an estimated $512K.
Schroder Investment Management Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and held it in 1 quarter.
Schroder Investment Management Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $512K in Q3 2023.
260 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2023.

Based on Schroder Investment Management Group's 13F filing for Q4 2023, filed 14 Feb 2024.