LWS Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

LWS Wealth Advisors’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	$1.43M	Buy	45,480 +383	+0.8%	+$11.7K	0.54%	29
2023 Q3	$1.36M	Sell	45,097 -370	-0.8%	-$11.2K	0.59%	30
2023 Q2	$1.41M	Sell	45,467 -1,543	-3%	-$46.7K	0.59%	29
2023 Q1	$1.39M	Buy	47,010 +903	+2%	+$26.1K	0.57%	29
2022 Q4	$1.24M	Buy	46,107 +6,266	+16%	+$192K	0.52%	29
2022 Q3	$1.19M	Buy	39,841 +934	+2%	+$29.8K	0.46%	31
2022 Q2	$1.24M	Sell	38,907 -985	-2%	-$32.6K	0.58%	31
2022 Q1	$1.35M	Buy	39,892 +870	+2%	+$29.6K	0.58%	27
2021 Q4	$1.38M	Buy	39,022 +1,136	+3%	+$40.1K	0.56%	27
2021 Q3	$1.3M	Sell	37,886 -1,301	-3%	-$45.2K	0.57%	27
2021 Q2	$1.36M	Buy	39,187 +103	+0.3%	+$3.5K	0.6%	27
2021 Q1	$1.29M	Buy	39,084 +1,813	+5%	+$57.8K	0.58%	28
2020 Q4	$1.14M	Buy	37,271 +1,227	+3%	+$35.8K	0.51%	30
2020 Q3	$992K	Buy	36,044 +394	+1%	+$10.9K	0.49%	29
2020 Q2	$983K	Buy	35,650 +4,776	+15%	+$125K	0.51%	28
2020 Q1	$748K	Sell	30,874 -1,433	-4%	-$40.8K	0.49%	30
2019 Q4	$986K	Buy	+32,307	New	+$986K	0.51%	27

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

LWS Wealth Advisors's HEFA Position: Q4 2023 in Review

LWS Wealth Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.85% in Q4 2023, buying an estimated $11.7K and bringing the position to 45,480 shares worth $1.43M. The position accounts for 0.54% of the portfolio, ranked #29.

LWS Wealth Advisors first reported a position in HEFA in Q4 2019 and has held it in 17 quarters since. 260 funds tracked by Wall St. Rank hold HEFA as of Q4 2023.

LWS Wealth Advisors held 45,480 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.43M as of Q4 2023.
LWS Wealth Advisors bought 383 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2023, an estimated $11.7K.
iShares Currency Hedged MSCI EAFE ETF made up 0.54% of LWS Wealth Advisors's portfolio in Q4 2023, its #29 holding.
LWS Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and has held it in 17 quarters since.
260 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.