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

Geller 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 Q4	$632K	Sell	18,192 -167	-0.9%	-$5.88K	0.04%	107
2024 Q3	$650K	Sell	18,359 -3,184	-15%	-$111K	0.05%	107
2024 Q2	$766K	Buy	21,543 +3,126	+17%	+$110K	0.06%	97
2024 Q1	$642K	Hold	18,417	–	–	0.05%	110
2023 Q4	$580K	Sell	18,417 -11,526	-38%	-$351K	0.06%	108
2023 Q3	$901K	Buy	29,943 +558	+2%	+$16.9K	0.1%	63
2023 Q2	$911K	Buy	29,385 +8,059	+38%	+$244K	0.11%	58
2023 Q1	$628K	Buy	21,326 +722	+4%	+$20.8K	0.09%	50
2022 Q4	$556K	Buy	+20,604	New	+$631K	0.09%	48
2016 Q1	–	Sell	-11,750	Closed	-$298K	–	29
2015 Q4	$298K	Buy	+11,750	New	+$305K	0.18%	24

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

Geller Advisors's HEFA Position: Q4 2024 in Review

Geller Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.91% in Q4 2024, selling an estimated $5.88K and leaving 18,192 shares worth $632K. The position accounts for 0.04% of the portfolio, ranked #107.

Geller Advisors first reported a position in HEFA in Q4 2015 and has held it in 10 quarters since. The position peaked at $911K in Q2 2023. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

Geller Advisors held 18,192 shares of iShares Currency Hedged MSCI EAFE ETF worth $632K as of Q4 2024.
Geller Advisors sold 167 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $5.88K.
iShares Currency Hedged MSCI EAFE ETF made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #107 holding.
Geller Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2015 and has held it in 10 quarters since.
Geller Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $911K in Q2 2023.
429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.