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

XML Financial’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
Q1 		– Sell
-92,792
Closed -$2.51M – 338
2022
Q4 		$2.51M Sell
92,792
-1,407
-1% -$43.1K 0.31% 92
2022
Q3 		$2.82M Buy
94,199
+1,818
+2% +$57.9K 0.39% 77
2022
Q2 		$2.94M Sell
92,381
-664
-0.7% -$22K 0.66% 37
2022
Q1 		$3.16M Sell
93,045
-1,158
-1% -$39.4K 0.38% 77
2021
Q4 		$3.33M Buy
94,203
+3,747
+4% +$132K 0.4% 72
2021
Q3 		$3.11M Buy
+90,456
New +$3.14M 0.42% 72

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return