Abich Financial Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Abich Financial Wealth Management’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
2025 Q3	$871	Buy	+22	New	+$848	﹤0.01%	614
2024 Q3	$1.03K	Buy	+29	New	+$1.01K	﹤0.01%	363

Other funds holding HEFA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Abich Financial Wealth Management's HEFA Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025: 22 shares worth $871. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in HEFA as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in HEFA in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.03K in Q3 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Abich Financial Wealth Management held 22 shares of iShares Currency Hedged MSCI EAFE ETF worth $871 as of Q3 2025.
iShares Currency Hedged MSCI EAFE ETF was a new Abich Financial Wealth Management position in Q3 2025.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #614 holding.
Abich Financial Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 2 quarters since.
Abich Financial Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.03K in Q3 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.