Zeke Capital Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Zeke Capital 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
2022 Q4	$859K	Hold	31,808	–	–	0.06%	161
2022 Q3	$951K	Hold	31,808	–	–	0.07%	124
2022 Q2	$1.01M	Hold	31,808	–	–	0.07%	124
2022 Q1	$1.08M	Hold	31,808	–	–	0.05%	132
2021 Q4	$1.12M	Hold	31,808	–	–	0.07%	88
2021 Q3	$1.09M	Buy	31,808 +20,380	+178%	+$708K	0.06%	91
2021 Q2	$396K	Buy	+11,428	New	+$388K	0.02%	175
2016 Q2	–	Sell	-13,200	Closed	-$315K	–	20
2016 Q1	$315K	Buy	+13,200	New	+$311K	0.17%	16

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Zeke Capital Advisors's HEFA Position: Q4 2022 in Review

Zeke Capital Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q4 2022 at 31,808 shares worth $859K. The position accounts for 0.06% of the portfolio, ranked #161.

Zeke Capital Advisors first reported a position in HEFA in Q1 2016 and has held it in 8 quarters since. The position peaked at $1.12M in Q4 2021. 217 funds tracked by Wall St. Rank hold HEFA as of Q4 2022.

Zeke Capital Advisors held 31,808 shares of iShares Currency Hedged MSCI EAFE ETF worth $859K as of Q4 2022.
Zeke Capital Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q4 2022.
iShares Currency Hedged MSCI EAFE ETF made up 0.06% of Zeke Capital Advisors's portfolio in Q4 2022, its #161 holding.
Zeke Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2016 and has held it in 8 quarters since.
Zeke Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.12M in Q4 2021.
217 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.