Aspire Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Aspire Wealth Management’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	$1.48M	Sell	41,713 -6,787	-14%	-$236K	0.8%	26
2024 Q2	$1.72M	Sell	48,500 -1,348	-3%	-$47.3K	0.99%	21
2024 Q1	$1.74M	Buy	49,848 +14,594	+41%	+$481K	1.05%	23
2023 Q4	$1.11M	Buy	35,254 +925	+3%	+$28.2K	0.75%	30
2023 Q3	$1.03M	Buy	34,329 +3,029	+10%	+$91.7K	0.79%	28
2023 Q2	$970K	Buy	31,300 +248	+0.8%	+$7.51K	0.73%	32
2023 Q1	$915K	Sell	31,052 -3,036	-9%	-$87.7K	0.74%	32
2022 Q4	$920K	Buy	34,088 +1,845	+6%	+$56.5K	0.8%	30
2022 Q3	$964K	Buy	32,243 +1,134	+4%	+$36.1K	0.91%	26
2022 Q2	$990K	Buy	31,109 +64	+0.2%	+$2.12K	0.91%	25
2022 Q1	$1.05M	Sell	31,045 -1,036	-3%	-$35.2K	0.83%	28
2021 Q4	$1.13M	Buy	+32,081	New	+$1.13M	0.92%	24

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspire Wealth Management's HEFA Position: Q3 2024 in Review

Aspire Wealth Management reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 14% in Q3 2024, selling an estimated $236K and leaving 41,713 shares worth $1.48M. The position accounts for 0.8% of the portfolio, ranked #26.

Aspire Wealth Management first reported a position in HEFA in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.74M in Q1 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

Aspire Wealth Management held 41,713 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.48M as of Q3 2024.
Aspire Wealth Management sold 6,787 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $236K.
iShares Currency Hedged MSCI EAFE ETF made up 0.8% of Aspire Wealth Management's portfolio in Q3 2024, its #26 holding.
Aspire Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.74M in Q1 2024.
395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.