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Morningstar Investment Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-7,916
Closed -$280K – 241
2024
Q3 		$280K Sell
7,916
-21,346
-73% -$742K ﹤0.01% 352
2024
Q2 		$1.04M Buy
29,262
+5,280
+22% +$185K 0.01% 199
2024
Q1 		$837K Buy
+23,982
New +$790K 0.01% 201

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 $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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 $4.24B AUM 17.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morningstar Investment Services's HEFA Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 7,916 shares — an estimated $280K sold.

Morningstar Investment Services first reported a position in HEFA in Q1 2024 and held it in 3 quarters. The position peaked at $1.04M in Q2 2024. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 7,916 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $280K.
  • Morningstar Investment Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
  • Morningstar Investment Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.04M in Q2 2024.
  • 429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.