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Benjamin F. Edwards & Company’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		– Sell
-195
Closed -$7K – 2183
2024
Q1 		$7K Buy
+195
New +$6.42K ﹤0.01% 1777
2022
Q4 		– Sell
-144
Closed -$4K – 1865
2022
Q3 		$4K Buy
+144
New +$4.59K ﹤0.01% 1598
2021
Q1 		– Sell
-2,388
Closed -$73K – 1700
2020
Q4 		$73K Sell
2,388
-1,260
-35% -$36.8K ﹤0.01% 868
2020
Q3 		$100K Sell
3,648
-618
-14% -$17.1K 0.01% 737
2020
Q2 		$118K Buy
4,266
+296
+7% +$7.75K 0.01% 693
2020
Q1 		$96K Buy
3,970
+1,933
+95% +$55K 0.01% 696
2019
Q4 		$62K Buy
+2,037
New +$62.1K ﹤0.01% 918
2019
Q2 		– Sell
-151
Closed -$4K – 1933
2019
Q1 		$4K Buy
+151
New +$4.2K ﹤0.01% 1526
2016
Q2 		– Sell
-332
Closed -$8K – 1104
2016
Q1 		$8K Sell
332
-772
-70% -$18.2K ﹤0.01% 846
2015
Q4 		$28K Sell
1,104
-1,532
-58% -$39.8K 0.01% 624
2015
Q3 		$65K Sell
2,636
-1,121
-30% -$29.6K 0.01% 476
2015
Q2 		$103K Buy
+3,757
New +$107K 0.02% 455

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benjamin F. Edwards & Company's HEFA Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2024, closing a stake of 195 shares — an estimated $7K sold.

Benjamin F. Edwards & Company first reported a position in HEFA in Q2 2015 and held it in 12 quarters. The position peaked at $118K in Q2 2020. 466 funds tracked by Wall St. Rank hold HEFA as of Q2 2024.

  • Benjamin F. Edwards & Company reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 195 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2024, an estimated $7K.
  • Benjamin F. Edwards & Company first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2015 and held it in 12 quarters.
  • Benjamin F. Edwards & Company's iShares Currency Hedged MSCI EAFE ETF position peaked at $118K in Q2 2020.
  • 466 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.