Peterson Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Peterson Financial Group’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	$3.24K	Buy	+92	New	+$3.2K	0.01%	333

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

Peterson Financial Group's HEFA Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024: 92 shares worth $3.24K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings.

395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

Peterson Financial Group held 92 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.24K as of Q3 2024.
iShares Currency Hedged MSCI EAFE ETF was a new Peterson Financial Group position in Q3 2024.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #333 holding.
395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.