Gradient Investments’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Gradient Investments’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	-976	Closed	-$34.7K	–	740
2024 Q2	$34.7K	Buy	+976	New	+$34.3K	﹤0.01%	544
2024 Q1	–	Sell	-2,992	Closed	-$94.3K	–	1491
2023 Q4	$94.3K	Buy	2,992 +75	+3%	+$2.29K	﹤0.01%	430
2023 Q3	$87.8K	Buy	2,917 +1,812	+164%	+$54.8K	﹤0.01%	406
2023 Q2	$34.3K	Buy	+1,105	New	+$33.5K	﹤0.01%	582
2018 Q2	–	Sell	-578	Closed	-$17K	–	1050
2018 Q1	$17K	Buy	+578	New	+$17K	﹤0.01%	509
2016 Q4	–	Sell	-78	Closed	-$2K	–	754
2016 Q3	$2K	Buy	+78	New	+$1.9K	﹤0.01%	614

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

Gradient Investments's HEFA Position: Q3 2024 in Review

Gradient Investments sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 976 shares — an estimated $34.7K sold.

Gradient Investments first reported a position in HEFA in Q3 2016 and held it in 6 quarters. The position peaked at $94.3K in Q4 2023. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

Gradient Investments reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 976 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $34.7K.
Gradient Investments first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2016 and held it in 6 quarters.
Gradient Investments's iShares Currency Hedged MSCI EAFE ETF position peaked at $94.3K in Q4 2023.
395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.