Security National Bank’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Security National Bank’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 Q1	–	Sell	-1,553	Closed	-$48.9K	–	297
2023 Q4	$48.9K	Buy	+1,553	New	+$47.3K	0.01%	198

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Security National Bank's HEFA Position: Q1 2024 in Review

Security National Bank sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2024, closing a stake of 1,553 shares — an estimated $48.9K sold.

Security National Bank first reported a position in HEFA in Q4 2023 and held it in 1 quarter. The position peaked at $48.9K in Q4 2023. 409 funds tracked by Wall St. Rank hold HEFA as of Q1 2024.

Security National Bank reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Security National Bank sold 1,553 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2024, an estimated $48.9K.
Security National Bank first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
Security National Bank's iShares Currency Hedged MSCI EAFE ETF position peaked at $48.9K in Q4 2023.
409 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2024.

Based on Security National Bank's 13F filing for Q1 2024, filed 15 Apr 2024.