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

Per Stirling 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	-144,775	Closed	-$5.15M	–	265
2024 Q2	$5.15M	Buy	+144,775	New	+$5.08M	0.83%	36

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

Per Stirling Capital Management's HEFA Position: Q3 2024 in Review

Per Stirling Capital Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 144,775 shares — an estimated $5.15M sold.

Per Stirling Capital Management first reported a position in HEFA in Q2 2024 and held it in 1 quarter. The position peaked at $5.15M in Q2 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

Per Stirling Capital Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Per Stirling Capital Management sold 144,775 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $5.15M.
Per Stirling Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 1 quarter.
Per Stirling Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.15M in Q2 2024.
395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

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