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 $21.5B AUM 26.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Simplicity Solutions's DEFA Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares Adaptive Currency Hedged MSCI EAFE ETF (DEFA) in Q1 2021, closing a stake of 61,187 shares — an estimated $1.84M sold.

Simplicity Solutions first reported a position in DEFA in Q4 2019 and held it in 5 quarters. The position peaked at $1.84M in Q4 2020. 5 funds tracked by Wall St. Rank hold DEFA as of Q1 2021.

  • Simplicity Solutions reported no remaining iShares Adaptive Currency Hedged MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 61,187 iShares Adaptive Currency Hedged MSCI EAFE ETF shares in Q1 2021, an estimated $1.84M.
  • Simplicity Solutions first reported a position in iShares Adaptive Currency Hedged MSCI EAFE ETF in Q4 2019 and held it in 5 quarters.
  • Simplicity Solutions's iShares Adaptive Currency Hedged MSCI EAFE ETF position peaked at $1.84M in Q4 2020.
  • 5 funds tracked by Wall St. Rank held iShares Adaptive Currency Hedged MSCI EAFE ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.