Beacon Bridge Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Beacon Bridge Wealth Partners’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	-58,427	Closed	-$2.08M	–	92
2024 Q2	$2.08M	Buy	+58,427	New	+$2.05M	0.95%	28

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

Beacon Bridge Wealth Partners's HEFA Position: Q3 2024 in Review

Beacon Bridge Wealth Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 58,427 shares — an estimated $2.08M sold.

Beacon Bridge Wealth Partners first reported a position in HEFA in Q2 2024 and held it in 1 quarter. The position peaked at $2.08M in Q2 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

Beacon Bridge Wealth Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 58,427 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $2.08M.
Beacon Bridge Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 1 quarter.
Beacon Bridge Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.08M in Q2 2024.
395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q3 2024, filed 12 Nov 2024.