PFA
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Pettinga Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Pettinga Financial Advisors’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
-147,286
Closed -$5.24M – 119
2024
Q2 		$5.24M Sell
147,286
-9,710
-6% -$341K 1.31% 22
2024
Q1 		$5.48M Buy
+156,996
New +$5.17M 1.4% 22
2022
Q2 		– Sell
-47,960
Closed -$1.63M – 107
2022
Q1 		$1.63M Buy
47,960
+14,575
+44% +$495K 0.41% 44
2021
Q4 		$1.18M Buy
+33,385
New +$1.18M 0.29% 53
2019
Q1 		– Sell
-7,800
Closed -$201K – 95
2018
Q4 		$201K Buy
+7,800
New +$217K 0.13% 85

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $761B 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 $1.47T 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 $16.2B 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 $376B AUM 19.32% 1-Year Est. Return