SGI
HEFA icon

Summit Global Investments’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Summit Global Investments’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 		– Sell
-14,589
Closed -$464K – 476
2022
Q2 		$464K Sell
14,589
-1,680
-10% -$55.7K 0.04% 322
2022
Q1 		$552K Buy
16,269
+5,360
+49% +$182K 0.04% 317
2021
Q4 		$385K Buy
+10,909
New +$385K 0.02% 412

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
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 $7.29B AUM 16.22% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Global Investments's HEFA Position: Q3 2022 in Review

Summit Global Investments sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2022, closing a stake of 14,589 shares — an estimated $464K sold.

Summit Global Investments first reported a position in HEFA in Q4 2021 and held it in 3 quarters. The position peaked at $552K in Q1 2022. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

  • Summit Global Investments reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Summit Global Investments sold 14,589 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2022, an estimated $464K.
  • Summit Global Investments first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and held it in 3 quarters.
  • Summit Global Investments's iShares Currency Hedged MSCI EAFE ETF position peaked at $552K in Q1 2022.
  • 228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

Based on Summit Global Investments's 13F filing for Q3 2022, filed 14 Nov 2022.