Aspiriant LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Aspiriant LLC’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 Q1	–	Sell	-12,033	Closed	-$379K	–	324
2023 Q4	$379K	Hold	12,033	–	–	0.02%	218
2023 Q3	$362K	Hold	12,033	–	–	0.02%	205
2023 Q2	$373K	Hold	12,033	–	–	0.02%	200
2023 Q1	$355K	Hold	12,033	–	–	0.02%	202
2022 Q4	$325K	Sell	12,033 -32	-0.3%	-$980	0.02%	209
2022 Q3	$361K	Hold	12,065	–	–	0.02%	191
2022 Q2	$384K	Hold	12,065	–	–	0.02%	188
2022 Q1	$409K	Hold	12,065	–	–	0.02%	193
2021 Q4	$426K	Hold	12,065	–	–	0.02%	188
2021 Q3	$415K	Hold	12,065	–	–	0.02%	173
2021 Q2	$418K	Buy	+12,065	New	+$410K	0.02%	170

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Aspiriant LLC's HEFA Position: Q1 2024 in Review

Aspiriant LLC sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2024, closing a stake of 12,033 shares — an estimated $379K sold.

Aspiriant LLC first reported a position in HEFA in Q2 2021 and held it in 11 quarters. The position peaked at $426K in Q4 2021. 409 funds tracked by Wall St. Rank hold HEFA as of Q1 2024.

Aspiriant LLC reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Aspiriant LLC sold 12,033 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2024, an estimated $379K.
Aspiriant LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2021 and held it in 11 quarters.
Aspiriant LLC's iShares Currency Hedged MSCI EAFE ETF position peaked at $426K in Q4 2021.
409 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2024.

Based on Aspiriant LLC's 13F filing for Q1 2024, filed 15 Apr 2024.