Hibernia Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Hibernia Wealth Partners’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
2023 Q4	–	Sell	-194	Closed	-$5.84K	–	176
2023 Q3	$5.84K	Buy	+194	New	+$5.87K	﹤0.01%	199

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Hibernia Wealth Partners's HEFA Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2023, closing a stake of 194 shares — an estimated $5.84K sold.

Hibernia Wealth Partners first reported a position in HEFA in Q3 2023 and held it in 1 quarter. The position peaked at $5.84K in Q3 2023. 260 funds tracked by Wall St. Rank hold HEFA as of Q4 2023.

Hibernia Wealth Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Hibernia Wealth Partners sold 194 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2023, an estimated $5.84K.
Hibernia Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and held it in 1 quarter.
Hibernia Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.84K in Q3 2023.
260 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.