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West Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

West Financial Advisors’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
-17
Closed -$501 – 195
2023
Q1 		$501 Hold
17
– – ﹤0.01% 156
2022
Q4 		$459 Buy
+17
New +$521 ﹤0.01% 155

Other funds holding HEFA

Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley New York $1.66T AUM 25.57% 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
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

West Financial Advisors's HEFA Position: Q2 2023 in Review

West Financial Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2023, closing a stake of 17 shares — an estimated $501 sold.

West Financial Advisors first reported a position in HEFA in Q4 2022 and held it in 2 quarters. The position peaked at $501 in Q1 2023. 220 funds tracked by Wall St. Rank hold HEFA as of Q2 2023.

  • West Financial Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • West Financial Advisors sold 17 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2023, an estimated $501.
  • West Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and held it in 2 quarters.
  • West Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $501 in Q1 2023.
  • 220 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2023.

Based on West Financial Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.