FinTrust Capital Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

FinTrust Capital 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 Q3	$58.9K	Sell	1,663 -326	-16%	-$11.3K	0.01%	534
2024 Q2	$70.7K	Sell	1,989 -1,791	-47%	-$62.9K	0.01%	463
2024 Q1	$132K	Buy	+3,780	New	+$124K	0.03%	346
2019 Q1	–	Sell	-159	Closed	-$4K	–	1283
2018 Q4	$4K	Buy	+159	New	+$4.42K	﹤0.01%	974

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

FinTrust Capital Advisors's HEFA Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 16% in Q3 2024, selling an estimated $11.3K and leaving 1,663 shares worth $58.9K. The position accounts for 0.01% of the portfolio, ranked #534.

FinTrust Capital Advisors first reported a position in HEFA in Q4 2018 and has held it in 4 quarters since. The position peaked at $132K in Q1 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

FinTrust Capital Advisors held 1,663 shares of iShares Currency Hedged MSCI EAFE ETF worth $58.9K as of Q3 2024.
FinTrust Capital Advisors sold 326 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $11.3K.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #534 holding.
FinTrust Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and has held it in 4 quarters since.
FinTrust Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $132K in Q1 2024.
395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.