Advus Financial Partners, LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Advus Financial Partners, 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	-8,154	Closed	-$289K	–	229
2024 Q3	$289K	Buy	8,154 +115	+1%	+$4K	0.08%	165
2024 Q2	$286K	Buy	+8,039	New	+$282K	0.09%	150

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Advus Financial Partners, LLC's HEFA Position: Q4 2024 in Review

Advus Financial Partners, LLC sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 8,154 shares — an estimated $289K sold.

Advus Financial Partners, LLC first reported a position in HEFA in Q2 2024 and held it in 2 quarters. The position peaked at $289K in Q3 2024. 430 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

Advus Financial Partners, LLC reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Advus Financial Partners, LLC sold 8,154 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $289K.
Advus Financial Partners, LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 2 quarters.
Advus Financial Partners, LLC's iShares Currency Hedged MSCI EAFE ETF position peaked at $289K in Q3 2024.
430 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2024, filed 25 Aug 2026.