SS
DEFA

Simplicity Solutions’s iShares Adaptive Currency Hedged MSCI EAFE ETF DEFA Stock Holding History

Simplicity Solutions’s Portfolio DEFA Stock Details DEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-61,187
Closed -$1.84M – 1034
2020
Q4 		$1.84M Buy
61,187
+4,717
+8% +$134K 0.03% 402
2020
Q3 		$1.51M Buy
56,470
+146
+0.3% +$3.92K 0.03% 402
2020
Q2 		$1.47M Buy
56,324
+5,067
+10% +$125K 0.03% 365
2020
Q1 		$1.16M Buy
51,257
+43,581
+568% +$1.17M 0.04% 315
2019
Q4 		$224K Buy
+7,676
New +$219K 0.01% 765

Other funds holding DEFA

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return