Eldridge Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Eldridge Investment Advisors’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 Q2	–	Sell	-49,520	Closed	-$1.73M	–	144
2024 Q1	$1.73M	Buy	+49,520	New	+$1.63M	0.44%	53
2023 Q4	–	Sell	-32,500	Closed	-$978K	–	148
2023 Q3	$978K	Buy	32,500 +19,501	+150%	+$590K	0.32%	63
2023 Q2	$403K	Buy	+12,999	New	+$394K	0.13%	99
2018 Q3	–	Sell	-9,190	Closed	-$272K	–	71
2018 Q2	$272K	Buy	+9,190	New	+$274K	0.19%	50
2018 Q1	–	Sell	-30,565	Closed	-$908K	–	62
2017 Q4	$908K	Buy	+30,565	New	+$907K	0.7%	23

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

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

Eldridge Investment Advisors's HEFA Position: Q2 2024 in Review

Eldridge Investment Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2024, closing a stake of 49,520 shares — an estimated $1.73M sold.

Eldridge Investment Advisors first reported a position in HEFA in Q4 2017 and held it in 5 quarters. The position peaked at $1.73M in Q1 2024. 464 funds tracked by Wall St. Rank hold HEFA as of Q2 2024.

Eldridge Investment Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Eldridge Investment Advisors sold 49,520 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2024, an estimated $1.73M.
Eldridge Investment Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and held it in 5 quarters.
Eldridge Investment Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.73M in Q1 2024.
464 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2024.

Based on Eldridge Investment Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.