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Forte Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Forte Asset Management’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
-7,500
Closed -$266K – 62
2024
Q3 		$266K Hold
7,500
– – 0.14% 61
2024
Q2 		$267K Buy
+7,500
New +$263K 0.16% 59

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Forte Asset Management's HEFA Position: Q4 2024 in Review

Forte Asset Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 7,500 shares — an estimated $266K sold.

Forte Asset Management first reported a position in HEFA in Q2 2024 and held it in 2 quarters. The position peaked at $267K in Q2 2024. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

  • Forte Asset Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Forte Asset Management sold 7,500 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $266K.
  • Forte Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 2 quarters.
  • Forte Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $267K in Q2 2024.
  • 429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on Forte Asset Management's 13F filing for Q4 2024, filed 22 Jan 2025.