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Titleist Capital’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Titleist Capital’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 		$1.77M Buy
65,423
+12,318
+23% +$377K 0.41% 58
2022
Q3 		$1.59M Buy
+53,105
New +$1.69M 0.36% 61

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

Titleist Capital's HEFA Position: Q4 2022 in Review

Titleist Capital increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 23% in Q4 2022, buying an estimated $377K and bringing the position to 65,423 shares worth $1.77M. The position accounts for 0.41% of the portfolio, ranked #58.

Titleist Capital first reported a position in HEFA in Q3 2022 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold HEFA as of Q4 2022.

  • Titleist Capital held 65,423 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.77M as of Q4 2022.
  • Titleist Capital bought 12,318 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2022, an estimated $377K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.41% of Titleist Capital's portfolio in Q4 2022, its #58 holding.
  • Titleist Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2022.

Based on Titleist Capital's 13F filing for Q4 2022, filed 12 Jan 2023.