Urban Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Urban Wealth Management’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	$0	Buy	+8	New	+$265	﹤0.01%	352
2020 Q4	$986K	Buy	+32,373	New	+$945K	0.82%	31

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

Urban Wealth Management's HEFA Position: Q2 2022 in Review

Urban Wealth Management opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2022: 8 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Urban Wealth Management previously reported a position in HEFA as recently as Q4 2020.

Urban Wealth Management first reported a position in HEFA in Q4 2020 and has held it in 2 quarters since. The position peaked at $986K in Q4 2020. 232 funds tracked by Wall St. Rank hold HEFA as of Q2 2022.

Urban Wealth Management held 8 shares of iShares Currency Hedged MSCI EAFE ETF worth $0 as of Q2 2022.
iShares Currency Hedged MSCI EAFE ETF was a new Urban Wealth Management position in Q2 2022.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Urban Wealth Management's portfolio in Q2 2022, its #352 holding.
Urban Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and has held it in 2 quarters since.
Urban Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $986K in Q4 2020.
232 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.