Tarbox Family Office’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Tarbox Family Office’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	-5,590	Closed	-$190K	–	497
2022 Q1	$190K	Hold	5,590	–	–	0.04%	95
2021 Q4	$197K	Hold	5,590	–	–	0.03%	125
2021 Q3	$192K	Hold	5,590	–	–	0.04%	132
2021 Q2	$194K	Hold	5,590	–	–	0.03%	140
2021 Q1	$184K	Hold	5,590	–	–	0.04%	123
2020 Q4	$170K	Hold	5,590	–	–	0.04%	127
2020 Q3	$154K	Hold	5,590	–	–	0.04%	127
2020 Q2	$154K	Hold	5,590	–	–	0.04%	122
2020 Q1	$135K	Hold	5,590	–	–	0.04%	124
2019 Q4	$171K	Hold	5,590	–	–	0.05%	114
2019 Q3	$167K	Hold	5,590	–	–	0.05%	95
2019 Q2	$167K	Hold	5,590	–	–	0.05%	95
2019 Q1	$161K	Hold	5,590	–	–	0.06%	94
2018 Q4	$144K	Hold	5,590	–	–	0.06%	94
2018 Q3	$167K	Hold	5,590	–	–	0.06%	97
2018 Q2	$165K	Hold	5,590	–	–	0.06%	92
2018 Q1	$161K	Buy	+5,590	New	+$164K	0.06%	95

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 $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

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

Tarbox Family Office's HEFA Position: Q2 2022 in Review

Tarbox Family Office sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2022, closing a stake of 5,590 shares — an estimated $190K sold.

Tarbox Family Office first reported a position in HEFA in Q1 2018 and held it in 17 quarters. The position peaked at $197K in Q4 2021. 232 funds tracked by Wall St. Rank hold HEFA as of Q2 2022.

Tarbox Family Office reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 5,590 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2022, an estimated $190K.
Tarbox Family Office first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2018 and held it in 17 quarters.
Tarbox Family Office's iShares Currency Hedged MSCI EAFE ETF position peaked at $197K in Q4 2021.
232 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.