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

Summit Wealth 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
2023
Q2 		– Sell
-64,687
Closed -$2K – 154
2023
Q1 		$2K Buy
+64,687
New +$1.87M 0.05% 89

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Summit Wealth Group's HEFA Position: Q2 2023 in Review

Summit Wealth Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2023, closing a stake of 64,687 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in HEFA in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 220 funds tracked by Wall St. Rank hold HEFA as of Q2 2023.

  • Summit Wealth Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 64,687 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2023, an estimated $2K.
  • Summit Wealth Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $2K in Q1 2023.
  • 220 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.