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SFG Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

SFG Wealth Management’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
-13,933
Closed -$486K – 94
2024
Q1 		$486K Buy
+13,933
New +$459K 0.29% 49

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

SFG Wealth Management's HEFA Position: Q2 2024 in Review

SFG Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2024, closing a stake of 13,933 shares — an estimated $486K sold.

SFG Wealth Management first reported a position in HEFA in Q1 2024 and held it in 1 quarter. The position peaked at $486K in Q1 2024. 464 funds tracked by Wall St. Rank hold HEFA as of Q2 2024.

  • SFG Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • SFG Wealth Management sold 13,933 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2024, an estimated $486K.
  • SFG Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 1 quarter.
  • SFG Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $486K in Q1 2024.
  • 464 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2024.

Based on SFG Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.