Fiduciary Family Office’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Fiduciary Family Office’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	-14,385	Closed	-$502K	–	203
2024 Q1	$502K	Sell	14,385 -14,861	-51%	-$489K	0.2%	133
2023 Q4	$922K	Buy	+29,246	New	+$891K	0.4%	49

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

Fiduciary Family Office's HEFA Position: Q2 2024 in Review

Fiduciary Family Office sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2024, closing a stake of 14,385 shares — an estimated $502K sold.

Fiduciary Family Office first reported a position in HEFA in Q4 2023 and held it in 2 quarters. The position peaked at $922K in Q4 2023. 464 funds tracked by Wall St. Rank hold HEFA as of Q2 2024.

Fiduciary Family Office reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Fiduciary Family Office sold 14,385 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2024, an estimated $502K.
Fiduciary Family Office first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and held it in 2 quarters.
Fiduciary Family Office's iShares Currency Hedged MSCI EAFE ETF position peaked at $922K in Q4 2023.
464 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2024.

Based on Fiduciary Family Office's 13F filing for Q2 2024, filed 1 Aug 2024.