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TNF’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

TNF’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 		$1.78M Sell
50,650
-1,160
-2% -$40.3K 0.64% 24
2024
Q2 		$1.8M Buy
+51,810
New +$1.82M 0.66% 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
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

TNF's HEFA Position: Q3 2024 in Review

TNF reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 2.2% in Q3 2024, selling an estimated $40.3K and leaving 50,650 shares worth $1.78M. The position accounts for 0.64% of the portfolio, ranked #24.

TNF first reported a position in HEFA in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.8M in Q2 2024. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

  • TNF held 50,650 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.78M as of Q3 2024.
  • TNF sold 1,160 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2024, an estimated $40.3K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.64% of TNF's portfolio in Q3 2024, its #24 holding.
  • TNF first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 2 quarters since.
  • TNF's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.8M in Q2 2024.
  • 395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on TNF's 13F filing for Q3 2024, filed 25 Oct 2024.