RFN
HEFA icon

RDA Financial Network’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

RDA Financial Network’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
-5,630
Closed -$200K – 233
2024
Q2 		$200K Buy
+5,630
New +$198K 0.07% 225
2022
Q3 		– Sell
-8,593
Closed -$273K – 206
2022
Q2 		$273K Sell
8,593
-943
-10% -$31.2K 0.14% 154
2022
Q1 		$324K Buy
+9,536
New +$324K 0.14% 158
2020
Q1 		– Sell
-9,637
Closed -$295K – 210
2019
Q4 		$295K Hold
9,637
– – 0.12% 184
2019
Q3 		$299K Hold
9,637
– – 0.13% 168
2019
Q2 		$286K Hold
9,637
– – 0.13% 169
2019
Q1 		$285K Buy
+9,637
New +$268K 0.13% 164

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B 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 $1.56T 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
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