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Mason & Associates (Virginia)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Mason & Associates (Virginia)’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
-72,408
Closed -$2.53M – 53
2024
Q1 		$2.53M Buy
+72,408
New +$2.38M 1.92% 19

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mason & Associates (Virginia)'s HEFA Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2024, closing a stake of 72,408 shares — an estimated $2.53M sold.

Mason & Associates (Virginia) first reported a position in HEFA in Q1 2024 and held it in 1 quarter. The position peaked at $2.53M in Q1 2024. 464 funds tracked by Wall St. Rank hold HEFA as of Q2 2024.

  • Mason & Associates (Virginia) reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 72,408 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2024, an estimated $2.53M.
  • Mason & Associates (Virginia) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $2.53M in Q1 2024.
  • 464 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.