SGCA
HEFA icon

Steel Grove Capital Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Steel Grove Capital 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
Q2 		– Sell
-5,918
Closed -$201K – 147
2022
Q1 		$201K Sell
5,918
-2,698
-31% -$91.7K 0.03% 149
2021
Q4 		$304K Hold
8,616
– – 0.06% 115
2021
Q3 		$296K Sell
8,616
-2,472
-22% -$85.8K 0.07% 117
2021
Q2 		$384K Hold
11,088
– – 0.11% 104
2021
Q1 		$366K Hold
11,088
– – 0.12% 105
2020
Q4 		$338K Sell
11,088
-2,761
-20% -$80.6K 0.11% 106
2020
Q3 		$381K Sell
13,849
-101
-0.7% -$2.8K 0.16% 85
2020
Q2 		$385K Sell
13,950
-9,748
-41% -$255K 0.17% 86
2020
Q1 		$574K Sell
23,698
-372
-2% -$10.6K 0.37% 64
2019
Q4 		$734K Hold
24,070
– – 0.41% 76
2019
Q3 		$721K Sell
24,070
-3,891
-14% -$114K 0.43% 74
2019
Q2 		$834K Sell
27,961
-6,583
-19% -$193K 0.52% 68
2019
Q1 		$997K Sell
34,544
-34,653
-50% -$964K 0.65% 64
2018
Q4 		$1.81M Sell
69,197
-56,969
-45% -$1.58M 0.26% 97
2018
Q3 		$3.78M Sell
126,166
-41,738
-25% -$1.23M 0.53% 63
2018
Q2 		$4.97M Sell
167,904
-145,551
-46% -$4.34M 0.8% 51
2018
Q1 		$9M Sell
313,455
-239,919
-43% -$7.05M 1.41% 7
2017
Q4 		$16.6M Sell
553,374
-5,919
-1% -$176K 2.5% 2
2017
Q3 		$16.2M Buy
559,293
+106,297
+23% +$3M 2.92% 2
2017
Q2 		$12.9M Buy
452,996
+5,525
+1% +$156K 2.28% 5
2017
Q1 		$12.3M Buy
447,471
+49,908
+13% +$1.34M 2.17% 7
2016
Q4 		$10.5M Buy
397,563
+75,003
+23% +$1.9M 2.1% 7
2016
Q3 		$8M Buy
322,560
+70,859
+28% +$1.73M 1.81% 11
2016
Q2 		$6.04M Buy
251,701
+126,100
+100% +$3.03M 1.49% 10
2016
Q1 		$3M Buy
125,601
+112,228
+839% +$2.65M 0.76% 54
2015
Q4 		$342K Buy
+13,373
New +$348K 0.08% 132

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
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steel Grove Capital Advisors's HEFA Position: Q2 2022 in Review

Steel Grove Capital Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2022, closing a stake of 5,918 shares — an estimated $201K sold.

Steel Grove Capital Advisors first reported a position in HEFA in Q4 2015 and held it in 26 quarters. The position peaked at $16.6M in Q4 2017. 232 funds tracked by Wall St. Rank hold HEFA as of Q2 2022.

  • Steel Grove Capital Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 5,918 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2022, an estimated $201K.
  • Steel Grove Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and held it in 26 quarters.
  • Steel Grove Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $16.6M in Q4 2017.
  • 232 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2022.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.