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Silver Oak Securities’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Silver Oak Securities’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
Q3 		– Sell
-27,985
Closed -$868K – 465
2023
Q2 		$868K Buy
+27,985
New +$847K 0.14% 153

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Silver Oak Securities's HEFA Position: Q3 2023 in Review

Silver Oak Securities sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2023, closing a stake of 27,985 shares — an estimated $868K sold.

Silver Oak Securities first reported a position in HEFA in Q2 2023 and held it in 1 quarter. The position peaked at $868K in Q2 2023. 231 funds tracked by Wall St. Rank hold HEFA as of Q3 2023.

  • Silver Oak Securities reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Silver Oak Securities sold 27,985 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2023, an estimated $868K.
  • Silver Oak Securities first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2023 and held it in 1 quarter.
  • Silver Oak Securities's iShares Currency Hedged MSCI EAFE ETF position peaked at $868K in Q2 2023.
  • 231 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2023.

Based on Silver Oak Securities's 13F filing for Q3 2023, filed 18 Oct 2023.