Strategic Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Strategic Asset Management’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 Q3	$99K	Hold	3,323	–	–	0.17%	89
2022 Q2	$106K	Hold	3,323	–	–	0.17%	91
2022 Q1	$113K	Sell	3,323 -365	-10%	-$12.4K	0.16%	95
2021 Q4	$130K	Sell	3,688 -82	-2%	-$2.9K	0.18%	77
2021 Q3	$129K	Buy	+3,770	New	+$131K	0.18%	79

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Strategic Asset Management's HEFA Position: Q3 2022 in Review

Strategic Asset Management held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2022 at 3,323 shares worth $99K. The position accounts for 0.17% of the portfolio, ranked #89.

Strategic Asset Management first reported a position in HEFA in Q3 2021 and has held it in 5 quarters since. The position peaked at $130K in Q4 2021. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

Strategic Asset Management held 3,323 shares of iShares Currency Hedged MSCI EAFE ETF worth $99K as of Q3 2022.
Strategic Asset Management left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2022.
iShares Currency Hedged MSCI EAFE ETF made up 0.17% of Strategic Asset Management's portfolio in Q3 2022, its #89 holding.
Strategic Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $130K in Q4 2021.
228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.