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

Sugarloaf 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
Q3 		– Sell
-411
Closed -$14.6K – 691
2024
Q2 		$14.6K Sell
411
-19
-4% -$667 ﹤0.01% 441
2024
Q1 		$15K Buy
+430
New +$14.2K ﹤0.01% 443

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugarloaf Wealth Management's HEFA Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2024, closing a stake of 411 shares — an estimated $14.6K sold.

Sugarloaf Wealth Management first reported a position in HEFA in Q1 2024 and held it in 2 quarters. The position peaked at $15K in Q1 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

  • Sugarloaf Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 411 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $14.6K.
  • Sugarloaf Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 2 quarters.
  • Sugarloaf Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $15K in Q1 2024.
  • 395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.