ICA Group Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-2,191	Closed	-$76.4K	–	1000
2024 Q1	$76.4K	Buy	+2,191	New	+$72.2K	0.02%	464
2023 Q3	–	Sell	-69	Closed	-$2.15K	–	641
2023 Q2	$2.15K	Hold	69	–	–	﹤0.01%	1122
2023 Q1	$2.05K	Hold	69	–	–	﹤0.01%	1080
2022 Q4	$1.88K	Buy	+69	New	+$2.11K	﹤0.01%	1116

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICA Group Wealth Management's HEFA Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2024, closing a stake of 2,191 shares — an estimated $76.4K sold.

ICA Group Wealth Management first reported a position in HEFA in Q4 2022 and held it in 4 quarters. The position peaked at $76.4K in Q1 2024. 464 funds tracked by Wall St. Rank hold HEFA as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 2,191 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2024, an estimated $76.4K.
ICA Group Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $76.4K in Q1 2024.
464 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.