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

Baystate 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
2023 Q4	$26.8K	Buy	851 +6	+0.7%	+$183	﹤0.01%	498
2023 Q3	$25.5K	Sell	845 -329	-28%	-$9.96K	﹤0.01%	442
2023 Q2	$36.4K	Buy	1,174 +337	+40%	+$10.2K	﹤0.01%	371
2023 Q1	$24.7K	Hold	837	–	–	﹤0.01%	430
2022 Q4	$23K	Sell	837 -561	-40%	-$17.2K	﹤0.01%	434
2022 Q3	$42K	Buy	1,398 +646	+86%	+$20.6K	﹤0.01%	326
2022 Q2	$24K	Hold	752	–	–	﹤0.01%	424
2022 Q1	$26K	Hold	752	–	–	﹤0.01%	412
2021 Q4	$27K	Buy	752 +6	+0.8%	+$212	﹤0.01%	416
2021 Q3	$26K	Buy	746 +4	+0.5%	+$139	﹤0.01%	382
2021 Q2	$26K	Hold	742	–	–	﹤0.01%	358
2021 Q1	$24K	Buy	+742	New	+$23.7K	﹤0.01%	341
2020 Q4	–	Sell	-1,047	Closed	-$29K	–	711
2020 Q3	$29K	Buy	+1,047	New	+$29K	﹤0.01%	278
2018 Q4	–	Sell	-400	Closed	-$11K	–	695
2018 Q3	$11K	Buy	+400	New	+$11.8K	﹤0.01%	367

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Baystate Wealth Management's HEFA Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.71% in Q4 2023, buying an estimated $183 and bringing the position to 851 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Baystate Wealth Management first reported a position in HEFA in Q3 2018 and has held it in 14 quarters since. The position peaked at $42K in Q3 2022. 260 funds tracked by Wall St. Rank hold HEFA as of Q4 2023.

Baystate Wealth Management held 851 shares of iShares Currency Hedged MSCI EAFE ETF worth $26.8K as of Q4 2023.
Baystate Wealth Management bought 6 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2023, an estimated $183.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #498 holding.
Baystate Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2018 and has held it in 14 quarters since.
Baystate Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $42K in Q3 2022.
260 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.