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

Centurion 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
2024 Q1	$1.03M	Buy	+29,480	New	+$971K	0.41%	47

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

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Centurion Wealth Management's HEFA Position: Q1 2024 in Review

Centurion Wealth Management opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2024: 29,480 shares worth $1.03M. The stake represents 0.41% of the portfolio and ranks #47 among its holdings.

409 funds tracked by Wall St. Rank hold HEFA as of Q1 2024.

Centurion Wealth Management held 29,480 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.03M as of Q1 2024.
iShares Currency Hedged MSCI EAFE ETF was a new Centurion Wealth Management position in Q1 2024.
iShares Currency Hedged MSCI EAFE ETF made up 0.41% of Centurion Wealth Management's portfolio in Q1 2024, its #47 holding.
409 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2024.

Based on Centurion Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.