First PREMIER Bank’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

First PREMIER Bank’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	-1,782	Closed	-$63K	–	399
2024 Q3	$63K	Buy	+1,782	New	+$61.9K	0.02%	218
2023 Q4	–	Sell	-1,283	Closed	-$39K	–	381
2023 Q3	$39K	Buy	+1,283	New	+$38.8K	0.01%	224

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 PREMIER Bank's HEFA Position: Q4 2024 in Review

First PREMIER Bank sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 1,782 shares — an estimated $63K sold.

First PREMIER Bank first reported a position in HEFA in Q3 2023 and held it in 2 quarters. The position peaked at $63K in Q3 2024. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

First PREMIER Bank reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
First PREMIER Bank sold 1,782 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $63K.
First PREMIER Bank first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and held it in 2 quarters.
First PREMIER Bank's iShares Currency Hedged MSCI EAFE ETF position peaked at $63K in Q3 2024.
429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on First PREMIER Bank's 13F filing for Q4 2024, filed 17 Jan 2025.