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Braun-Bostich & Associates’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Braun-Bostich & Associates’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
2025
Q2 		– Sell
-30,340
Closed -$1.1M – 120
2025
Q1 		$1.1M Buy
+30,340
New +$1.11M 0.81% 34
2024
Q3 		– Sell
-38,948
Closed -$1.38M – 118
2024
Q2 		$1.38M Buy
38,948
+19,943
+105% +$700K 1.03% 29
2024
Q1 		$663K Buy
+19,005
New +$626K 0.56% 53
2019
Q2 		– Sell
-1,038
Closed -$30K – 323
2019
Q1 		$30K Hold
1,038
– – 0.03% 221
2018
Q4 		$27K Hold
1,038
– – 0.03% 203
2018
Q3 		$31K Sell
1,038
-37,426
-97% -$1.1M 0.03% 203
2018
Q2 		$1.14M Sell
38,464
-15,097
-28% -$450K 1.14% 23
2018
Q1 		$1.54M Buy
53,561
+430
+0.8% +$12.6K 1.33% 21
2017
Q4 		$1.58M Buy
+53,131
New +$1.58M 1.34% 23

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $16.2B AUM 16.34% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return