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WR Wealth Planners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

WR Wealth Planners’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 		$78.8K Sell
2,267
-4,184
-65% -$147K 0.03% 264
2024
Q3 		$228K Buy
6,451
+5,176
+406% +$180K 0.06% 164
2024
Q2 		$45.3K Buy
1,275
+1,234
+3,010% +$43.3K 0.01% 342
2024
Q1 		$1.43K Buy
+41
New +$1.35K ﹤0.01% 925

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

WR Wealth Planners's HEFA Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 65% in Q4 2024, selling an estimated $147K and leaving 2,267 shares worth $78.8K. The position accounts for 0.03% of the portfolio, ranked #264.

WR Wealth Planners first reported a position in HEFA in Q1 2024 and has held it in 4 quarters since. The position peaked at $228K in Q3 2024. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

  • WR Wealth Planners held 2,267 shares of iShares Currency Hedged MSCI EAFE ETF worth $78.8K as of Q4 2024.
  • WR Wealth Planners sold 4,184 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $147K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #264 holding.
  • WR Wealth Planners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's iShares Currency Hedged MSCI EAFE ETF position peaked at $228K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.