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

Wealth Quarterback’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	-6,443	Closed	-$205K	–	106
2022 Q2	$205K	Buy	+6,443	New	+$214K	0.16%	110
2021 Q3	$871K	Sell	26,069 -44	-0.2%	-$1.53K	0.58%	37
2021 Q2	$905K	Buy	+26,113	New	+$887K	0.55%	40
2020 Q4	$986K	Sell	32,373 -13,370	-29%	-$390K	0.82%	31
2020 Q3	$1.26M	Hold	45,743	–	–	1.16%	22
2020 Q2	$1.26M	Sell	45,743 -22,212	-33%	-$582K	1.16%	22
2020 Q1	$1.63M	Buy	67,955 +6,989	+11%	+$199K	1.5%	17
2019 Q4	$1.86M	Buy	+60,966	New	+$1.86M	1.62%	12

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Quarterback's HEFA Position: Q3 2022 in Review

Wealth Quarterback sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2022, closing a stake of 6,443 shares — an estimated $205K sold.

Wealth Quarterback first reported a position in HEFA in Q4 2019 and held it in 8 quarters. The position peaked at $1.86M in Q4 2019. 228 funds tracked by Wall St. Rank hold HEFA as of Q3 2022.

Wealth Quarterback reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Wealth Quarterback sold 6,443 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2022, an estimated $205K.
Wealth Quarterback first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and held it in 8 quarters.
Wealth Quarterback's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.86M in Q4 2019.
228 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2022.

Based on Wealth Quarterback's 13F filing for Q3 2022, filed 14 Nov 2022.