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Alera Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Alera Investment 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
2024
Q3 		– Sell
-194,403
Closed -$6.91M – 299
2024
Q2 		$6.91M Buy
+194,403
New +$6.82M 0.83% 28
2019
Q2 		– Sell
-390
Closed -$11K – 461
2019
Q1 		$11K Sell
390
-374
-49% -$10.4K 0.01% 444
2018
Q4 		$20K Buy
+764
New +$21.2K 0.01% 278

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 $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alera Investment Advisors's HEFA Position: Q3 2024 in Review

Alera Investment Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 194,403 shares — an estimated $6.91M sold.

Alera Investment Advisors first reported a position in HEFA in Q4 2018 and held it in 3 quarters. The position peaked at $6.91M in Q2 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

  • Alera Investment Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 194,403 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $6.91M.
  • Alera Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and held it in 3 quarters.
  • Alera Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.91M in Q2 2024.
  • 395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.