Kathryn A. Hall’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kathryn A. Hall’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	-157,696	Closed	-$5.59M	–	27
2024 Q3	$5.59M	Sell	157,696 -146,810	-48%	-$5.1M	1.17%	16
2024 Q2	$10.8M	Hold	304,506	–	–	2.5%	7
2024 Q1	$10.6M	Buy	304,506 +61,755	+25%	+$2.03M	2.45%	6
2023 Q4	$7.65M	Sell	242,751 -111,379	-31%	-$3.4M	2.16%	9
2023 Q3	$10.7M	Sell	354,130 -71,326	-17%	-$2.16M	3.62%	7
2023 Q2	$13.2M	Sell	425,456 -156,848	-27%	-$4.75M	4.3%	7
2023 Q1	$17.2M	Buy	+582,304	New	+$16.8M	5.03%	5

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

Kathryn A. Hall's HEFA Position: Q4 2024 in Review

Kathryn A. Hall sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 157,696 shares — an estimated $5.59M sold.

Kathryn A. Hall first reported a position in HEFA in Q1 2023 and held it in 7 quarters. The position peaked at $17.2M in Q1 2023. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

Kathryn A. Hall reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 157,696 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $5.59M.
Kathryn A. Hall first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and held it in 7 quarters.
Kathryn A. Hall's iShares Currency Hedged MSCI EAFE ETF position peaked at $17.2M in Q1 2023.
429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on Kathryn A. Hall's 13F filing for Q4 2024, filed 12 Feb 2025.