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Kozak & Associates’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kozak & Associates’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
Q1 		– Sell
-79
Closed -$2.5K – 414
2023
Q4 		$2.5K Buy
+79
New +$2.41K ﹤0.01% 307

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Kozak & Associates's HEFA Position: Q1 2024 in Review

Kozak & Associates sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2024, closing a stake of 79 shares — an estimated $2.5K sold.

Kozak & Associates first reported a position in HEFA in Q4 2023 and held it in 1 quarter. The position peaked at $2.5K in Q4 2023. 409 funds tracked by Wall St. Rank hold HEFA as of Q1 2024.

  • Kozak & Associates reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Kozak & Associates sold 79 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2024, an estimated $2.5K.
  • Kozak & Associates first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
  • Kozak & Associates's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.5K in Q4 2023.
  • 409 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2024.

Based on Kozak & Associates's 13F filing for Q1 2024, filed 17 May 2024.