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Bangor Savings Bank’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bangor Savings Bank’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
-869
Closed -$30.9K – 541
2024
Q2 		$30.9K Hold
869
– – ﹤0.01% 329
2024
Q1 		$30.3K Hold
869
– – ﹤0.01% 330
2023
Q4 		$27.4K Hold
869
– – ﹤0.01% 342
2023
Q3 		$26.2K Hold
869
– – ﹤0.01% 349
2023
Q2 		$26.9K Hold
869
– – ﹤0.01% 357
2023
Q1 		$25.6K Hold
869
– – ﹤0.01% 355
2022
Q4 		$23K Hold
869
– – ﹤0.01% 363
2022
Q3 		$26K Hold
869
– – ﹤0.01% 349
2022
Q2 		$28K Buy
+869
New +$28.8K ﹤0.01% 346

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

Bangor Savings Bank's HEFA Position: Q3 2024 in Review

Bangor Savings Bank sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 869 shares — an estimated $30.9K sold.

Bangor Savings Bank first reported a position in HEFA in Q2 2022 and held it in 9 quarters. The position peaked at $30.9K in Q2 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

  • Bangor Savings Bank reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Bangor Savings Bank sold 869 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $30.9K.
  • Bangor Savings Bank first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and held it in 9 quarters.
  • Bangor Savings Bank's iShares Currency Hedged MSCI EAFE ETF position peaked at $30.9K in Q2 2024.
  • 395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on Bangor Savings Bank's 13F filing for Q3 2024, filed 7 Oct 2024.