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Almanack Investment Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Almanack Investment Partners’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
-6,213
Closed -$225K – 214
2025
Q1 		$225K Hold
6,213
– – 0.04% 144
2024
Q4 		$216K Hold
6,213
– – 0.03% 169
2024
Q3 		$220K Sell
6,213
-8,613
-58% -$299K 0.03% 165
2024
Q2 		$527K Buy
+14,826
New +$520K 0.09% 103

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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

Almanack Investment Partners's HEFA Position: Q2 2025 in Review

Almanack Investment Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 6,213 shares — an estimated $225K sold.

Almanack Investment Partners first reported a position in HEFA in Q2 2024 and held it in 4 quarters. The position peaked at $527K in Q2 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Almanack Investment Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 6,213 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $225K.
  • Almanack Investment Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 4 quarters.
  • Almanack Investment Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $527K in Q2 2024.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Almanack Investment Partners's 13F filing for Q2 2025, filed 25 Jul 2025.