WBH Advisory’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

WBH Advisory’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	–	Sell	-44,142	Closed	-$1.3M	–	302
2023 Q1	$1.3M	Buy	+44,142	New	+$1.27M	0.16%	126
2022 Q3	$1.05M	Sell	34,998 -182,456	-84%	-$5.82M	0.15%	137
2022 Q2	$6.81M	Sell	217,454 -2,511	-1%	-$83.2K	0.91%	33
2022 Q1	$7.46M	Sell	219,965 -11,959	-5%	-$406K	0.92%	35
2021 Q4	$8.19M	Buy	+231,924	New	+$8.19M	0.93%	28

Other funds holding HEFA

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 Chicago, Illinois $424B AUM 22.96% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

WBH Advisory's HEFA Position: Q2 2023 in Review

WBH Advisory sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2023, closing a stake of 44,142 shares — an estimated $1.3M sold.

WBH Advisory first reported a position in HEFA in Q4 2021 and held it in 5 quarters. The position peaked at $8.19M in Q4 2021. 220 funds tracked by Wall St. Rank hold HEFA as of Q2 2023.

WBH Advisory reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
WBH Advisory sold 44,142 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2023, an estimated $1.3M.
WBH Advisory first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and held it in 5 quarters.
WBH Advisory's iShares Currency Hedged MSCI EAFE ETF position peaked at $8.19M in Q4 2021.
220 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2023.

Based on WBH Advisory's 13F filing for Q2 2023, filed 12 Jul 2023.