One Wealth Management Investment & Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

One Wealth Management Investment & Advisory 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 Q3	–	Sell	-33,951	Closed	-$1.21M	–	81
2024 Q2	$1.21M	Sell	33,951 -4,321	-11%	-$152K	0.48%	34
2024 Q1	$1.33M	Buy	+38,272	New	+$1.26M	0.55%	31

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

UCFA

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

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

One Wealth Management Investment & Advisory Services's HEFA Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 33,951 shares — an estimated $1.21M sold.

One Wealth Management Investment & Advisory Services first reported a position in HEFA in Q1 2024 and held it in 2 quarters. The position peaked at $1.33M in Q1 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

One Wealth Management Investment & Advisory Services reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 33,951 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $1.21M.
One Wealth Management Investment & Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 2 quarters.
One Wealth Management Investment & Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.33M in Q1 2024.
395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.