Derbend Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Derbend Asset 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	$1.07M	Buy	+30,561	New	+$1.01M	0.53%	39

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 $18.1B AUM 15% 1-Year Est. Return

Derbend Asset Management's HEFA Position: Q1 2024 in Review

Derbend Asset Management opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2024: 30,561 shares worth $1.07M. The stake represents 0.53% of the portfolio and ranks #39 among its holdings.

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

Derbend Asset Management held 30,561 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.07M as of Q1 2024.
iShares Currency Hedged MSCI EAFE ETF was a new Derbend Asset Management position in Q1 2024.
iShares Currency Hedged MSCI EAFE ETF made up 0.53% of Derbend Asset Management's portfolio in Q1 2024, its #39 holding.
409 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2024.

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