First Heartland Consultants’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

First Heartland Consultants’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 Q4	–	Sell	-12,194	Closed	-$432K	–	471
2024 Q3	$432K	Sell	12,194 -7,268	-37%	-$253K	0.05%	270
2024 Q2	$692	Sell	19,462 -2,063	-10%	-$72.4K	0.05%	212
2024 Q1	$751K	Buy	21,525 +5,469	+34%	+$180K	0.08%	196
2023 Q4	$506K	Sell	16,056 -121	-0.7%	-$3.69K	0.06%	211
2023 Q3	$487K	Sell	16,177 -1,310	-7%	-$39.6K	0.06%	215
2023 Q2	$542K	Sell	17,487 -5,985	-25%	-$181K	0.07%	201
2023 Q1	$692K	Buy	23,472 +236	+1%	+$6.81K	0.1%	169
2022 Q4	$627K	Buy	23,236 +192	+0.8%	+$5.88K	0.1%	170
2022 Q3	$688	Buy	23,044 +20,413	+776%	+$651K	0.06%	154
2022 Q2	$720K	Buy	+2,631	New	+$87.2K	0.11%	147
2022 Q1	–	Sell	-19,596	Closed	-$692	–	373
2021 Q4	$692	Buy	19,596 +2,217	+13%	+$78.3K	0.03%	149
2021 Q3	$598K	Sell	17,379 -394	-2%	-$13.7K	0.09%	176
2021 Q2	$616K	Buy	17,773 +2,334	+15%	+$79.3K	0.09%	175
2021 Q1	$509K	Buy	15,439 +433	+3%	+$13.8K	0.08%	200
2020 Q4	$457K	Sell	15,006 -52	-0.3%	-$1.52K	0.08%	177
2020 Q3	$415K	Buy	15,058 +659	+5%	+$18.3K	0.08%	169
2020 Q2	$397K	Sell	14,399 -3,312	-19%	-$86.7K	0.08%	179
2020 Q1	$429K	Sell	17,711 -17,364	-50%	-$494K	0.11%	144
2019 Q4	$1.07M	Buy	35,075 +302	+0.9%	+$9.21K	0.21%	110
2019 Q3	$1.04M	Buy	34,773 +469	+1%	+$13.7K	0.22%	108
2019 Q2	$1.02M	Sell	34,304 -231	-0.7%	-$6.79K	0.25%	99
2019 Q1	$997K	Sell	34,535 -2,106	-6%	-$58.6K	0.28%	89
2018 Q4	$946K	Buy	36,641 +15,830	+76%	+$440K	0.35%	76
2018 Q3	$623K	Sell	20,811 -4	-0%	-$118	0.19%	116
2018 Q2	$616K	Sell	20,815 -1,603	-7%	-$47.8K	0.22%	116
2018 Q1	$644K	Buy	22,418 +4,980	+29%	+$146K	0.19%	125
2017 Q4	$518K	Buy	17,438 +1,001	+6%	+$29.7K	0.16%	146
2017 Q3	$476K	Sell	16,437 -63	-0.4%	-$1.78K	0.12%	224
2017 Q2	$469K	Buy	16,500 +1,392	+9%	+$39.4K	0.12%	209
2017 Q1	$416K	Buy	+15,108	New	+$406K	0.12%	209

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

First Heartland Consultants's HEFA Position: Q4 2024 in Review

First Heartland Consultants sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 12,194 shares — an estimated $432K sold.

First Heartland Consultants first reported a position in HEFA in Q1 2017 and held it in 30 quarters. The position peaked at $1.07M in Q4 2019. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

First Heartland Consultants reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 12,194 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $432K.
First Heartland Consultants first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2017 and held it in 30 quarters.
First Heartland Consultants's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.07M in Q4 2019.
429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.