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

BIP Wealth’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
-11,300
Closed -$356K – 218
2023
Q4 		$356K Hold
11,300
– – 0.03% 136
2023
Q3 		$340K Hold
11,300
– – 0.03% 127
2023
Q2 		$350K Buy
+11,300
New +$342K 0.03% 127

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
LPL Financial
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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BIP Wealth's HEFA Position: Q1 2024 in Review

BIP Wealth sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2024, closing a stake of 11,300 shares — an estimated $356K sold.

BIP Wealth first reported a position in HEFA in Q2 2023 and held it in 3 quarters. The position peaked at $356K in Q4 2023. 409 funds tracked by Wall St. Rank hold HEFA as of Q1 2024.

  • BIP Wealth reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • BIP Wealth sold 11,300 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2024, an estimated $356K.
  • BIP Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2023 and held it in 3 quarters.
  • BIP Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $356K in Q4 2023.
  • 409 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2024.

Based on BIP Wealth's 13F filing for Q1 2024, filed 8 May 2024.