Wealthgate Family Office’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Wealthgate Family Office’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	$1.99M	Hold	56,290	–	–	5.55%	5
2024 Q2	$2M	Hold	56,290	–	–	4.92%	5
2024 Q1	$1.96M	Hold	56,290	–	–	5.1%	5
2023 Q4	$1.77M	Hold	56,290	–	–	4.91%	5
2023 Q3	$1.69M	Hold	56,290	–	–	5.27%	5
2023 Q2	$1.74M	Hold	56,290	–	–	5.1%	5
2023 Q1	$1.66M	Hold	56,290	–	–	4.77%	6
2022 Q4	$1.52M	Hold	56,290	–	–	4.13%	6
2022 Q3	$1.68M	Hold	56,290	–	–	4.47%	6
2022 Q2	$1.79M	Hold	56,290	–	–	4.42%	6
2022 Q1	$1.91M	Hold	56,290	–	–	3.83%	8
2021 Q4	$1.99M	Hold	56,290	–	–	3.1%	8
2021 Q3	$1.94M	Buy	56,290 +777	+1%	+$27K	2.98%	7
2021 Q2	$1.92M	Sell	55,513 -28,700	-34%	-$975K	3.79%	6
2021 Q1	$2.78M	Hold	84,213	–	–	3.77%	7
2020 Q4	$2.57M	Buy	+84,213	New	+$2.46M	3.84%	7

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

Wealthgate Family Office's HEFA Position: Q3 2024 in Review

Wealthgate Family Office held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2024 at 56,290 shares worth $1.99M. The position accounts for 5.55% of the portfolio, ranked #5.

Wealthgate Family Office first reported a position in HEFA in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.78M in Q1 2021. 395 funds tracked by Wall St. Rank hold HEFA as of Q3 2024.

Wealthgate Family Office held 56,290 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.99M as of Q3 2024.
Wealthgate Family Office left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2024.
iShares Currency Hedged MSCI EAFE ETF made up 5.55% of Wealthgate Family Office's portfolio in Q3 2024, its #5 holding.
Wealthgate Family Office first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and has held it in 16 quarters since.
Wealthgate Family Office's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.78M in Q1 2021.
395 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.