Advocacy Wealth Management Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Advocacy Wealth Management Services’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 Q2	–	Sell	-456,158	Closed	-$16.6M	–	64
2025 Q1	$16.6M	Buy	+456,158	New	+$16.6M	1.13%	26
2024 Q3	–	Sell	-386,618	Closed	-$13.7M	–	51
2024 Q2	$13.7M	Buy	386,618 +21,088	+6%	+$740K	1.13%	20
2024 Q1	$12.7M	Buy	+365,530	New	+$12M	1.1%	21
2022 Q4	–	Sell	-1,359	Closed	-$42K	–	77
2022 Q3	$42K	Sell	1,359 -398	-23%	-$12.7K	0.01%	52
2022 Q2	$56K	Buy	+1,757	New	+$58.2K	0.01%	48

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Advocacy Wealth Management Services's HEFA Position: Q2 2025 in Review

Advocacy Wealth Management Services sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 456,158 shares — an estimated $16.6M sold.

Advocacy Wealth Management Services first reported a position in HEFA in Q2 2022 and held it in 5 quarters. The position peaked at $16.6M in Q1 2025. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Advocacy Wealth Management Services reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Advocacy Wealth Management Services sold 456,158 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $16.6M.
Advocacy Wealth Management Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and held it in 5 quarters.
Advocacy Wealth Management Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $16.6M in Q1 2025.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2025, filed 13 Aug 2025.