ZB
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Zions Bancorporation’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Zions Bancorporation’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 		$64.6K Hold
1,860
– – ﹤0.01% 403
2024
Q3 		$65.9K Hold
1,860
– – ﹤0.01% 417
2024
Q2 		$66.1K Buy
+1,860
New +$65.3K 0.01% 418

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 $424B AUM 22.96% 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 $4.24B AUM 17.81% 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 $445B AUM 25.58% 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

Zions Bancorporation's HEFA Position: Q4 2024 in Review

Zions Bancorporation held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q4 2024 at 1,860 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Zions Bancorporation first reported a position in HEFA in Q2 2024 and has held it in 3 quarters since. The position peaked at $66.1K in Q2 2024. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

  • Zions Bancorporation held 1,860 shares of iShares Currency Hedged MSCI EAFE ETF worth $64.6K as of Q4 2024.
  • Zions Bancorporation left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q4 2024.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #403 holding.
  • Zions Bancorporation first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 3 quarters since.
  • Zions Bancorporation's iShares Currency Hedged MSCI EAFE ETF position peaked at $66.1K in Q2 2024.
  • 429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.