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Newbridge Financial Services Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Newbridge Financial Services Group’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
-10
Closed -$349 – 1152
2024
Q1 		$349 Buy
+10
New +$329 ﹤0.01% 1111

Other funds holding HEFA

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Envestnet Asset Management
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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

Newbridge Financial Services Group's HEFA Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2024, closing a stake of 10 shares — an estimated $349 sold.

Newbridge Financial Services Group first reported a position in HEFA in Q1 2024 and held it in 1 quarter. The position peaked at $349 in Q1 2024. 464 funds tracked by Wall St. Rank hold HEFA as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 10 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2024, an estimated $349.
  • Newbridge Financial Services Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 1 quarter.
  • Newbridge Financial Services Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $349 in Q1 2024.
  • 464 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.