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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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $1.81T AUM 41.13% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arete Wealth Advisors's HEFA Position: Q3 2024 in Review

Arete Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 27,808 shares — an estimated $987K sold.

Arete Wealth Advisors first reported a position in HEFA in Q3 2020 and held it in 4 quarters. The position peaked at $1.04M in Q1 2024. 396 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

  • Arete Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 27,808 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $987K.
  • Arete Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2020 and held it in 4 quarters.
  • Arete Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.04M in Q1 2024.
  • 396 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

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