SkyView Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

SkyView Investment Advisors’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
2022 Q1	–	Sell	-5,909	Closed	-$209K	–	601
2021 Q4	$209K	Hold	5,909	–	–	0.05%	395
2021 Q3	$203K	Sell	5,909 -1,600	-21%	-$55.5K	0.06%	325
2021 Q2	$248K	Hold	7,509	–	–	0.12%	168
2021 Q1	$248K	Hold	7,509	–	–	0.11%	176
2020 Q4	$229K	Buy	+7,509	New	+$219K	0.11%	182

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SkyView Investment Advisors's HEFA Position: Q1 2022 in Review

SkyView Investment Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2022, closing a stake of 5,909 shares — an estimated $209K sold.

SkyView Investment Advisors first reported a position in HEFA in Q4 2020 and held it in 5 quarters. The position peaked at $248K in Q2 2021. 200 funds tracked by Wall St. Rank hold HEFA as of Q1 2022.

SkyView Investment Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
SkyView Investment Advisors sold 5,909 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2022, an estimated $209K.
SkyView Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and held it in 5 quarters.
SkyView Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $248K in Q2 2021.
200 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2022.

Based on SkyView Investment Advisors's 13F filing for Q1 2022, filed 17 May 2022.