LWM Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

LWM Advisory Services’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
2023 Q4	–	Sell	-43,962	Closed	-$1.32M	–	111
2023 Q3	$1.32M	Sell	43,962 -15,369	-26%	-$465K	1.42%	15
2023 Q2	$1.84M	Buy	59,331 +1,011	+2%	+$30.6K	1.94%	12
2023 Q1	$1.72M	Buy	58,320 +14,947	+34%	+$432K	1.84%	13
2022 Q4	$1.17M	Sell	43,373 -11,278	-21%	-$345K	1.29%	20
2022 Q3	$1.63M	Sell	54,651 -1,371	-2%	-$43.7K	1.85%	9
2022 Q2	$1.78M	Buy	56,022 +15,889	+40%	+$527K	2.14%	9
2022 Q1	$1.36M	Buy	40,133 +1,222	+3%	+$41.5K	1.69%	10
2021 Q4	$1.38M	Buy	+38,911	New	+$1.37M	1.71%	10

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

LWM Advisory Services's HEFA Position: Q4 2023 in Review

LWM Advisory Services sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2023, closing a stake of 43,962 shares — an estimated $1.32M sold.

LWM Advisory Services first reported a position in HEFA in Q4 2021 and held it in 8 quarters. The position peaked at $1.84M in Q2 2023. 260 funds tracked by Wall St. Rank hold HEFA as of Q4 2023.

LWM Advisory Services reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 43,962 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2023, an estimated $1.32M.
LWM Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and held it in 8 quarters.
LWM Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.84M in Q2 2023.
260 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.