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Merriman Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Merriman Wealth Management’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
-77,434
Closed -$2.33M – 201
2023
Q3 		$2.33M Buy
+77,434
New +$2.34M 0.12% 53

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
Morgan Stanley
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
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
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

Merriman Wealth Management's HEFA Position: Q4 2023 in Review

Merriman Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2023, closing a stake of 77,434 shares — an estimated $2.33M sold.

Merriman Wealth Management first reported a position in HEFA in Q3 2023 and held it in 1 quarter. The position peaked at $2.33M in Q3 2023. 260 funds tracked by Wall St. Rank hold HEFA as of Q4 2023.

  • Merriman Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 77,434 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2023, an estimated $2.33M.
  • Merriman Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2023 and held it in 1 quarter.
  • Merriman Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.33M in Q3 2023.
  • 260 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2023.

Based on Merriman Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.