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

Concord Wealth Partners’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 Q4	–	Sell	-33	Closed	-$1.17K	–	955
2024 Q3	$1.17K	Hold	33	–	–	﹤0.01%	809
2024 Q2	$1.17K	Sell	33 -49	-60%	-$1.72K	﹤0.01%	712
2024 Q1	$2.86K	Buy	82 +45	+122%	+$1.48K	﹤0.01%	717
2023 Q4	$1.17K	Buy	+37	New	+$1.13K	﹤0.01%	753
2023 Q1	–	Sell	-496	Closed	-$13.4K	–	1099
2022 Q4	$13.4K	Buy	+496	New	+$15.2K	﹤0.01%	595

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Concord Wealth Partners's HEFA Position: Q4 2024 in Review

Concord Wealth Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 33 shares — an estimated $1.17K sold.

Concord Wealth Partners first reported a position in HEFA in Q4 2022 and held it in 5 quarters. The position peaked at $13.4K in Q4 2022. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

Concord Wealth Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 33 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $1.17K.
Concord Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and held it in 5 quarters.
Concord Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $13.4K in Q4 2022.
429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.