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

Moss Adams 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	–	Sell	-100	Closed	-$3.01K	–	140
2023 Q3	$3.01K	Hold	100	–	–	﹤0.01%	155
2023 Q2	$3.1K	Buy	+100	New	+$3.03K	﹤0.01%	132

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

Moss Adams Wealth Advisors's HEFA Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2023, closing a stake of 100 shares — an estimated $3.01K sold.

Moss Adams Wealth Advisors first reported a position in HEFA in Q2 2023 and held it in 2 quarters. The position peaked at $3.1K in Q2 2023. 260 funds tracked by Wall St. Rank hold HEFA as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 100 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2023, an estimated $3.01K.
Moss Adams Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2023 and held it in 2 quarters.
Moss Adams Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.1K in Q2 2023.
260 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.