Lincoln National Corp’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Lincoln National Corp’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	-873,843	Closed	-$30.5M	–	486
2024 Q1	$30.5M	Buy	873,843 +68,149	+8%	+$2.24M	0.48%	37
2023 Q4	$25.4M	Sell	805,694 -69,026	-8%	-$2.1M	0.45%	36
2023 Q3	$26.3M	Buy	874,720 +248,107	+40%	+$7.51M	0.53%	34
2023 Q2	$19.4M	Buy	626,613 +442,409	+240%	+$13.4M	0.38%	41
2023 Q1	$5.43M	Buy	184,204 +170,393	+1,234%	+$4.92M	0.11%	107
2022 Q4	$373K	Buy	+13,811	New	+$423K	0.01%	623
2022 Q3	–	Sell	-35,392	Closed	-$1.13M	–	889
2022 Q2	$1.13M	Buy	+35,392	New	+$1.17M	0.03%	324
2022 Q1	–	Sell	-10,209	Closed	-$361K	–	927
2021 Q4	$361K	Buy	10,209 +737	+8%	+$26K	0.01%	646
2021 Q3	$326K	Buy	+9,472	New	+$329K	0.01%	647

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

Lincoln National Corp's HEFA Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2024, closing a stake of 873,843 shares — an estimated $30.5M sold.

Lincoln National Corp first reported a position in HEFA in Q3 2021 and held it in 9 quarters. The position peaked at $30.5M in Q1 2024. 464 funds tracked by Wall St. Rank hold HEFA as of Q2 2024.

Lincoln National Corp reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 873,843 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2024, an estimated $30.5M.
Lincoln National Corp first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2021 and held it in 9 quarters.
Lincoln National Corp's iShares Currency Hedged MSCI EAFE ETF position peaked at $30.5M in Q1 2024.
464 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.