AWA
HEFA icon

Arete Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Arete Wealth 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
-27,808
Closed -$987K – 753
2024
Q2 		$987K Sell
27,808
-2,008
-7% -$70.5K 0.08% 238
2024
Q1 		$1.04M Buy
+29,816
New +$982K 0.1% 204
2021
Q1 		– Sell
-7,075
Closed -$216K – 430
2020
Q4 		$216K Sell
7,075
-1,507
-18% -$44K 0.03% 367
2020
Q3 		$237K Buy
+8,582
New +$238K 0.04% 327

Other funds holding HEFA

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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