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

Simplicity Solutions’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
Q2 		– Sell
-18,489
Closed -$545K – 1121
2023
Q1 		$545K Buy
+18,489
New +$534K 0.01% 667
2021
Q1 		– Sell
-127,625
Closed -$3.89M – 693
2020
Q4 		$3.89M Buy
127,625
+9,775
+8% +$285K 0.06% 262
2020
Q3 		$3.25M Sell
117,850
-247,105
-68% -$6.85M 0.06% 251
2020
Q2 		$10.1M Buy
364,955
+263,310
+259% +$6.89M 0.2% 109
2020
Q1 		$2.46M Buy
101,645
+79,962
+369% +$2.28M 0.08% 199
2019
Q4 		$662K Buy
+21,683
New +$661K 0.02% 473
2018
Q3 		– Sell
-11,645
Closed -$345K – 582
2018
Q2 		$345K Sell
11,645
-3,918
-25% -$117K 0.02% 320
2018
Q1 		$447K Buy
15,563
+6,251
+67% +$184K 0.04% 218
2017
Q4 		$276K Buy
+9,312
New +$276K 0.03% 306
2017
Q3 		– Sell
-11,494
Closed -$327K – 274
2017
Q2 		$327K Buy
+11,494
New +$325K 0.04% 301

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Simplicity Solutions's HEFA Position: Q2 2023 in Review

Simplicity Solutions sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2023, closing a stake of 18,489 shares — an estimated $545K sold.

Simplicity Solutions first reported a position in HEFA in Q2 2017 and held it in 10 quarters. The position peaked at $10.1M in Q2 2020. 220 funds tracked by Wall St. Rank hold HEFA as of Q2 2023.

  • Simplicity Solutions reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 18,489 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2023, an estimated $545K.
  • Simplicity Solutions first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2017 and held it in 10 quarters.
  • Simplicity Solutions's iShares Currency Hedged MSCI EAFE ETF position peaked at $10.1M in Q2 2020.
  • 220 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.