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TIAA FSB’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

TIAA FSB’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 		$14.4M Buy
464,416
+29,927
+7% +$906K 0.05% 136
2023
Q1 		$12.8M Buy
+434,489
New +$12.5M 0.05% 145

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

TIAA FSB's HEFA Position: Q2 2023 in Review

TIAA FSB increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.9% in Q2 2023, buying an estimated $906K and bringing the position to 464,416 shares worth $14.4M. The position accounts for 0.05% of the portfolio, ranked #136.

TIAA FSB first reported a position in HEFA in Q1 2023 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold HEFA as of Q2 2023.

  • TIAA FSB held 464,416 shares of iShares Currency Hedged MSCI EAFE ETF worth $14.4M as of Q2 2023.
  • TIAA FSB bought 29,927 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2023, an estimated $906K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.05% of TIAA FSB's portfolio in Q2 2023, its #136 holding.
  • TIAA FSB first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.