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American National Bank & Trust’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

American National Bank & Trust’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
-62
Closed -$2.2K – 517
2024
Q2 		$2.2K Buy
+62
New +$2.18K ﹤0.01% 514

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
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 $3.8B AUM 13.34% 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 $377B AUM 19.32% 1-Year Est. Return

American National Bank & Trust's HEFA Position: Q3 2024 in Review

American National Bank & Trust sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 62 shares — an estimated $2.2K sold.

American National Bank & Trust first reported a position in HEFA in Q2 2024 and held it in 1 quarter. The position peaked at $2.2K in Q2 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

  • American National Bank & Trust reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • American National Bank & Trust sold 62 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $2.2K.
  • American National Bank & Trust first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 1 quarter.
  • American National Bank & Trust's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.2K in Q2 2024.
  • 395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on American National Bank & Trust's 13F filing for Q3 2024, filed 2 Oct 2024.