Forthright Family Wealth Advisory’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Forthright Family Wealth Advisory’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	-38,555	Closed	-$1.38M	–	62
2024 Q3	$1.38M	Buy	+38,555	New	+$1.34M	0.89%	23

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

Forthright Family Wealth Advisory's HEFA Position: Q4 2024 in Review

Forthright Family Wealth Advisory sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 38,555 shares — an estimated $1.38M sold.

Forthright Family Wealth Advisory first reported a position in HEFA in Q3 2024 and held it in 1 quarter. The position peaked at $1.38M in Q3 2024. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

Forthright Family Wealth Advisory reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Forthright Family Wealth Advisory sold 38,555 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $1.38M.
Forthright Family Wealth Advisory first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and held it in 1 quarter.
Forthright Family Wealth Advisory's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.38M in Q3 2024.
429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on Forthright Family Wealth Advisory's 13F filing for Q4 2024, filed 3 Mar 2025.