Stratos Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Stratos Wealth Advisors’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	-24,186	Closed	-$860K	–	745
2024 Q2	$860K	Sell	24,186 -11,826	-33%	-$415K	0.04%	355
2024 Q1	$1.26M	Buy	+36,012	New	+$1.19M	0.07%	289
2023 Q2	–	Sell	-45,143	Closed	-$1.33M	–	636
2023 Q1	$1.33M	Buy	+45,143	New	+$1.3M	0.1%	238
2022 Q4	–	Sell	-23,685	Closed	-$708K	–	569
2022 Q3	$708K	Buy	+23,685	New	+$755K	0.07%	299

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Advisors's HEFA Position: Q3 2024 in Review

Stratos Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 24,186 shares — an estimated $860K sold.

Stratos Wealth Advisors first reported a position in HEFA in Q3 2022 and held it in 4 quarters. The position peaked at $1.33M in Q1 2023. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

Stratos Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 24,186 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $860K.
Stratos Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and held it in 4 quarters.
Stratos Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.33M in Q1 2023.
395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on Stratos Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.