ETFidea’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

ETFidea’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 Q3	$572K	Buy	16,154 +8	+0%	+$278	0.18%	71
2024 Q2	$574K	Hold	16,146	–	–	0.19%	67
2024 Q1	$563K	Hold	16,146	–	–	0.19%	67
2023 Q4	$509K	Hold	16,146	–	–	0.19%	71
2023 Q3	$486K	Hold	16,146	–	–	0.21%	69
2023 Q2	$501K	Hold	16,146	–	–	0.2%	67
2023 Q1	$476K	Hold	16,146	–	–	0.21%	68
2022 Q4	$436K	Hold	16,146	–	–	0.2%	72
2022 Q3	$483K	Hold	16,146	–	–	0.25%	61
2022 Q2	$514K	Hold	16,146	–	–	0.26%	60
2022 Q1	$548K	Hold	16,146	–	–	0.24%	64
2021 Q4	$570K	Buy	+16,146	New	+$570K	0.23%	64

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ETFidea's HEFA Position: Q3 2024 in Review

ETFidea increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.05% in Q3 2024, buying an estimated $278 and bringing the position to 16,154 shares worth $572K. The position accounts for 0.18% of the portfolio, ranked #71.

ETFidea first reported a position in HEFA in Q4 2021 and has held it in 12 quarters since. The position peaked at $574K in Q2 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

ETFidea held 16,154 shares of iShares Currency Hedged MSCI EAFE ETF worth $572K as of Q3 2024.
ETFidea bought 8 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $278.
iShares Currency Hedged MSCI EAFE ETF made up 0.18% of ETFidea's portfolio in Q3 2024, its #71 holding.
ETFidea first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and has held it in 12 quarters since.
ETFidea's iShares Currency Hedged MSCI EAFE ETF position peaked at $574K in Q2 2024.
395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.