HRT Financial’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

HRT Financial’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	-13,038	Closed	-$461K	–	2722
2024 Q3	$461K	Buy	+13,038	New	+$453K	﹤0.01%	1625
2023 Q3	–	Sell	-21,220	Closed	-$657K	–	2679
2023 Q2	$657K	Buy	21,220 +7,787	+58%	+$236K	0.01%	1208
2023 Q1	$395K	Buy	+13,433	New	+$388K	﹤0.01%	1547
2022 Q3	–	Sell	-17,098	Closed	-$544K	–	3084
2022 Q2	$544K	Buy	+17,098	New	+$567K	0.01%	1420
2021 Q1	–	Sell	-14,994	Closed	-$456K	–	2862
2020 Q4	$456K	Buy	+14,994	New	+$437K	0.01%	1070
2019 Q3	–	Sell	-16,116	Closed	-$480K	–	1471
2019 Q2	$480K	Buy	+16,116	New	+$473K	0.03%	422
2017 Q4	–	Sell	-8,826	Closed	-$255K	–	132
2017 Q3	$255K	Buy	+8,826	New	+$249K	0.32%	56
2016 Q3	–	Sell	-18,052	Closed	-$432K	–	146
2016 Q2	$432K	Buy	+18,052	New	+$434K	0.26%	52

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

HRT Financial's HEFA Position: Q4 2024 in Review

HRT Financial sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 13,038 shares — an estimated $461K sold.

HRT Financial first reported a position in HEFA in Q2 2016 and held it in 8 quarters. The position peaked at $657K in Q2 2023. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

HRT Financial reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
HRT Financial sold 13,038 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $461K.
HRT Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2016 and held it in 8 quarters.
HRT Financial's iShares Currency Hedged MSCI EAFE ETF position peaked at $657K in Q2 2023.
429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

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