TI
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Truepoint Inc’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Truepoint Inc’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
Q3 		– Sell
-6,987
Closed -$222K – 160
2022
Q2 		$222K Buy
+6,987
New +$232K 0.01% 149

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UCFA
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RIG
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JPG
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MMA
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PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Truepoint Inc's HEFA Position: Q3 2022 in Review

Truepoint Inc sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2022, closing a stake of 6,987 shares — an estimated $222K sold.

Truepoint Inc first reported a position in HEFA in Q2 2022 and held it in 1 quarter. The position peaked at $222K in Q2 2022. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

  • Truepoint Inc reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Truepoint Inc sold 6,987 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2022, an estimated $222K.
  • Truepoint Inc first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and held it in 1 quarter.
  • Truepoint Inc's iShares Currency Hedged MSCI EAFE ETF position peaked at $222K in Q2 2022.
  • 228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

Based on Truepoint Inc's 13F filing for Q3 2022, filed 14 Nov 2022.