Front Row Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Front Row 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	–	Sell	-33	Closed	-$1.17K	–	652
2024 Q2	$1.17K	Hold	33	–	–	﹤0.01%	885
2024 Q1	$1.15K	Buy	+33	New	+$1.09K	﹤0.01%	875
2023 Q4	–	Sell	-33	Closed	-$993	–	616
2023 Q3	$993	Hold	33	–	–	﹤0.01%	868
2023 Q2	$1K	Hold	33	–	–	﹤0.01%	853
2023 Q1	$1K	Hold	33	–	–	﹤0.01%	872
2022 Q4	$1K	Hold	33	–	–	﹤0.01%	844
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	883
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	890
2022 Q1	$1K	Hold	33	–	–	﹤0.01%	905
2021 Q4	$1K	Hold	33	–	–	﹤0.01%	916
2021 Q3	$1K	Hold	33	–	–	﹤0.01%	915
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	920
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	917
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	880
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	879
2020 Q2	$1K	Hold	33	–	–	﹤0.01%	930
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	902
2019 Q4	$1K	Hold	33	–	–	﹤0.01%	855
2019 Q3	$1K	Hold	33	–	–	﹤0.01%	865
2019 Q2	$1K	Hold	33	–	–	﹤0.01%	954
2019 Q1	$1K	Hold	33	–	–	﹤0.01%	957
2018 Q4	$1K	Hold	33	–	–	﹤0.01%	937
2018 Q3	$1	Hold	33	–	–	﹤0.01%	902
2018 Q2	$1	Hold	33	–	–	﹤0.01%	946
2018 Q1	$1K	Hold	33	–	–	﹤0.01%	879
2017 Q4	$1K	Buy	+33	New	+$979	﹤0.01%	771

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

Front Row Advisors's HEFA Position: Q3 2024 in Review

Front Row Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 33 shares — an estimated $1.17K sold.

Front Row Advisors first reported a position in HEFA in Q4 2017 and held it in 26 quarters. The position peaked at $1.17K in Q2 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

Front Row Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Front Row Advisors sold 33 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $1.17K.
Front Row Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and held it in 26 quarters.
Front Row Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.17K in Q2 2024.
395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.