NewSquare Capital’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

NewSquare Capital’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	-100	Closed	-$3.54K	–	922
2024 Q3	$3.54K	Buy	+100	New	+$3.48K	﹤0.01%	257
2018 Q4	–	Sell	-137	Closed	-$4K	–	339
2018 Q3	$4K	Hold	137	–	–	﹤0.01%	278
2018 Q2	$4K	Hold	137	–	–	﹤0.01%	271
2018 Q1	$4K	Hold	137	–	–	﹤0.01%	285
2017 Q4	$4K	Buy	+137	New	+$4.07K	﹤0.01%	288

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

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 $3.8B AUM 13.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

NewSquare Capital's HEFA Position: Q4 2024 in Review

NewSquare Capital sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 100 shares — an estimated $3.54K sold.

NewSquare Capital first reported a position in HEFA in Q4 2017 and held it in 5 quarters. The position peaked at $4K in Q3 2018. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

NewSquare Capital reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
NewSquare Capital sold 100 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $3.54K.
NewSquare Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and held it in 5 quarters.
NewSquare Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $4K in Q3 2018.
429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on NewSquare Capital's 13F filing for Q4 2024, filed 6 Feb 2025.