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 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

RDA Financial Network's HEFA Position: Q3 2024 in Review

RDA Financial Network sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 5,630 shares — an estimated $200K sold.

RDA Financial Network first reported a position in HEFA in Q1 2019 and held it in 7 quarters. The position peaked at $324K in Q1 2022. 396 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

RDA Financial Network reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
RDA Financial Network sold 5,630 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $200K.
RDA Financial Network first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and held it in 7 quarters.
RDA Financial Network's iShares Currency Hedged MSCI EAFE ETF position peaked at $324K in Q1 2022.
396 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on RDA Financial Network's 13F filing for Q3 2024, filed 15 Oct 2024.