Cetera Advisor Networks’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cetera Advisor Networks’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	$19.4M	Buy	555,509 +286,732	+107%	+$9.44M	0.1%	235
2023 Q4	$8.47M	Sell	268,777 -12,886	-5%	-$393K	0.05%	396
2023 Q3	$8.48M	Buy	281,663 +158,166	+128%	+$4.79M	0.05%	356
2023 Q2	$3.83M	Sell	123,497 -4,874	-4%	-$148K	0.03%	603
2023 Q1	$3.78M	Sell	128,371 -141,878	-52%	-$4.1M	0.03%	594
2022 Q4	$7.3M	Buy	270,249 +202,545	+299%	+$6.2M	0.06%	343
2022 Q3	$2.02M	Buy	67,704 +15,001	+28%	+$478K	0.03%	586
2022 Q2	$1.68M	Buy	52,703 +13,286	+34%	+$440K	0.02%	655
2022 Q1	$1.34M	Buy	39,417 +1,624	+4%	+$55.2K	0.02%	783
2021 Q4	$1.33M	Sell	37,793 -16,252	-30%	-$574K	0.02%	770
2021 Q3	$1.86M	Buy	54,045 +13,468	+33%	+$468K	0.03%	578
2021 Q2	$1.41M	Buy	40,577 +1,465	+4%	+$49.7K	0.02%	665
2021 Q1	$1.29M	Sell	39,112 -4,295	-10%	-$137K	0.03%	498
2020 Q4	$1.32M	Sell	43,407 -3,512	-7%	-$102K	0.03%	440
2020 Q3	$1.29M	Sell	46,919 -9,446	-17%	-$262K	0.03%	407
2020 Q2	$1.55M	Buy	56,365 +745	+1%	+$19.5K	0.04%	358
2020 Q1	$1.35M	Buy	55,620 +15,707	+39%	+$447K	0.04%	342
2019 Q4	$1.22M	Buy	39,913 +438	+1%	+$13.4K	0.03%	436
2019 Q3	$1.18M	Buy	39,475 +4,203	+12%	+$123K	0.04%	422
2019 Q2	$1.05M	Buy	35,272 +9,299	+36%	+$273K	0.03%	437
2019 Q1	$749K	Buy	25,973 +6,835	+36%	+$190K	0.02%	531
2018 Q4	$492K	Sell	19,138 -1,303	-6%	-$36.2K	0.02%	582
2018 Q3	$611K	Buy	20,441 +7,191	+54%	+$212K	0.02%	570
2018 Q2	$392K	Sell	13,250 -417	-3%	-$12.4K	0.02%	548
2018 Q1	$392K	Buy	13,667 +153	+1%	+$4.5K	0.02%	579
2017 Q4	$401K	Buy	13,514 +104	+0.8%	+$3.09K	0.02%	641
2017 Q3	$388K	Sell	13,410 -127	-0.9%	-$3.59K	0.02%	604
2017 Q2	$385K	Buy	13,537 +544	+4%	+$15.4K	0.02%	610
2017 Q1	$358K	Buy	12,993 +1,222	+10%	+$32.9K	0.02%	631
2016 Q4	$308K	Sell	11,771 -7,371	-39%	-$187K	0.02%	638
2016 Q3	$475K	Buy	19,142 +9,661	+102%	+$235K	0.02%	604
2016 Q2	$227K	Buy	+9,481	New	+$228K	0.01%	723

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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

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

Cetera Advisor Networks's HEFA Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 107% in Q1 2024, buying an estimated $9.44M and bringing the position to 555,509 shares worth $19.4M. The position accounts for 0.1% of the portfolio, ranked #235.

Cetera Advisor Networks first reported a position in HEFA in Q2 2016 and has held it in 32 quarters since. 410 funds tracked by Wall St. Rank hold HEFA as of Q1 2024.

Cetera Advisor Networks held 555,509 shares of iShares Currency Hedged MSCI EAFE ETF worth $19.4M as of Q1 2024.
Cetera Advisor Networks bought 286,732 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2024, an estimated $9.44M.
iShares Currency Hedged MSCI EAFE ETF made up 0.1% of Cetera Advisor Networks's portfolio in Q1 2024, its #235 holding.
Cetera Advisor Networks first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2016 and has held it in 32 quarters since.
410 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.