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Security Financial Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Security Financial Services’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
Q2 		– Sell
-45,596
Closed -$1.59M – 172
2024
Q1 		$1.59M Buy
+45,596
New +$1.5M 0.36% 52

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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

Security Financial Services's HEFA Position: Q2 2024 in Review

Security Financial Services sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2024, closing a stake of 45,596 shares — an estimated $1.59M sold.

Security Financial Services first reported a position in HEFA in Q1 2024 and held it in 1 quarter. The position peaked at $1.59M in Q1 2024. 464 funds tracked by Wall St. Rank hold HEFA as of Q2 2024.

  • Security Financial Services reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Security Financial Services sold 45,596 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2024, an estimated $1.59M.
  • Security Financial Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 1 quarter.
  • Security Financial Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.59M in Q1 2024.
  • 464 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2024.

Based on Security Financial Services's 13F filing for Q2 2024, filed 23 Jul 2024.