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Summit X LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Summit X LLC’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
Q4 		– Sell
-66,961
Closed -$2.38M – 224
2024
Q3 		$2.38M Sell
66,961
-3,541
-5% -$123K 0.58% 34
2024
Q2 		$2.51M Sell
70,502
-38,394
-35% -$1.35M 0.56% 34
2024
Q1 		$3.8M Buy
+108,896
New +$3.59M 0.97% 24

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
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Summit X LLC's HEFA Position: Q4 2024 in Review

Summit X LLC sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 66,961 shares — an estimated $2.38M sold.

Summit X LLC first reported a position in HEFA in Q1 2024 and held it in 3 quarters. The position peaked at $3.8M in Q1 2024. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

  • Summit X LLC reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Summit X LLC sold 66,961 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $2.38M.
  • Summit X LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
  • Summit X LLC's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.8M in Q1 2024.
  • 429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on Summit X LLC's 13F filing for Q4 2024, filed 7 Feb 2025.