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TD Private Client Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

TD Private Client Wealth’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
Q4 		– Sell
-1,957
Closed -$58.5K – 1231
2022
Q3 		$58.5K Hold
1,957
– – ﹤0.01% 697
2022
Q2 		$62.3K Buy
+1,957
New +$64.8K ﹤0.01% 691

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Private Client Wealth's HEFA Position: Q4 2022 in Review

TD Private Client Wealth sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2022, closing a stake of 1,957 shares — an estimated $58.5K sold.

TD Private Client Wealth first reported a position in HEFA in Q2 2022 and held it in 2 quarters. The position peaked at $62.3K in Q2 2022. 217 funds tracked by Wall St. Rank hold HEFA as of Q4 2022.

  • TD Private Client Wealth reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • TD Private Client Wealth sold 1,957 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2022, an estimated $58.5K.
  • TD Private Client Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and held it in 2 quarters.
  • TD Private Client Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $62.3K in Q2 2022.
  • 217 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2022.

Based on TD Private Client Wealth's 13F filing for Q4 2022, filed 16 Aug 2024.