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

Penserra Capital Management’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
-225
Closed -$8K – 1196
2024
Q2 		$8K Hold
225
– – ﹤0.01% 978
2024
Q1 		$7K Buy
+225
New +$7.41K ﹤0.01% 979

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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Penserra Capital Management's HEFA Position: Q3 2024 in Review

Penserra Capital Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 225 shares — an estimated $8K sold.

Penserra Capital Management first reported a position in HEFA in Q1 2024 and held it in 2 quarters. The position peaked at $8K in Q2 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

  • Penserra Capital Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Penserra Capital Management sold 225 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $8K.
  • Penserra Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 2 quarters.
  • Penserra Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $8K in Q2 2024.
  • 395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on Penserra Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.