StoneX Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

StoneX Group’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	-7,941	Closed	-$270K	–	618
2022 Q1	$270K	Buy	+7,941	New	+$270K	0.03%	440
2018 Q2	–	Sell	-16,133	Closed	-$463K	–	224
2018 Q1	$463K	Buy	16,133 +2,292	+17%	+$67.3K	0.44%	77
2017 Q4	$411K	Sell	13,841 -1,011	-7%	-$30K	0.43%	78
2017 Q3	$430K	Sell	14,852 -51,747	-78%	-$1.46M	0.54%	66
2017 Q2	$1.89M	Buy	66,599 +54,662	+458%	+$1.55M	0.59%	38
2017 Q1	$312K	Hold	11,937	–	–	0.7%	51
2016 Q4	$312K	Buy	+11,937	New	+$303K	0.54%	68

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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 New York $544B AUM 28.31% 1-Year Est. Return

StoneX Group's HEFA Position: Q2 2022 in Review

StoneX Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2022, closing a stake of 7,941 shares — an estimated $270K sold.

StoneX Group first reported a position in HEFA in Q4 2016 and held it in 7 quarters. The position peaked at $1.89M in Q2 2017. 232 funds tracked by Wall St. Rank hold HEFA as of Q2 2022.

StoneX Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
StoneX Group sold 7,941 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2022, an estimated $270K.
StoneX Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and held it in 7 quarters.
StoneX Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.89M in Q2 2017.
232 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2022.

Based on StoneX Group's 13F filing for Q2 2022, filed 27 Jul 2022.