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Peninsula Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Peninsula Wealth’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 		$1.02M Sell
29,241
-72,470
-71% -$2.55M 0.17% 52
2024
Q3 		$3.61M Sell
101,711
-3,288
-3% -$114K 0.63% 25
2024
Q2 		$3.76M Buy
+104,999
New +$3.68M 0.7% 23

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 $374B AUM 17.66% 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 $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
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.65B AUM 16.63% 1-Year Est. Return

Peninsula Wealth's HEFA Position: Q4 2024 in Review

Peninsula Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 71% in Q4 2024, selling an estimated $2.55M and leaving 29,241 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #52.

Peninsula Wealth first reported a position in HEFA in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.76M in Q2 2024. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

  • Peninsula Wealth held 29,241 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.02M as of Q4 2024.
  • Peninsula Wealth sold 72,470 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $2.55M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.17% of Peninsula Wealth's portfolio in Q4 2024, its #52 holding.
  • Peninsula Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 3 quarters since.
  • Peninsula Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.76M in Q2 2024.
  • 429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.