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 New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pettinga Financial Advisors's HEFA Position: Q3 2024 in Review

Pettinga Financial Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 147,286 shares — an estimated $5.24M sold.

Pettinga Financial Advisors first reported a position in HEFA in Q4 2018 and held it in 5 quarters. The position peaked at $5.48M in Q1 2024. 396 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

Pettinga Financial Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Pettinga Financial Advisors sold 147,286 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $5.24M.
Pettinga Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and held it in 5 quarters.
Pettinga Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.48M in Q1 2024.
396 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on Pettinga Financial Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.