AAS
HEFA icon

Ameritas Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Ameritas Advisory 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
2026
Q1 		$855K Sell
20,129
-22,827
-53% -$983K 0.03% 420
2025
Q4 		$1.78M Buy
42,956
+40,095
+1,401% +$1.64M 0.07% 245
2025
Q3 		$113K Sell
2,861
-30,244
-91% -$1.17M 0.01% 797
2025
Q2 		$1.26M Sell
33,105
-7,266
-18% -$266K 0.07% 295
2025
Q1 		$1.46M Buy
40,371
+5,744
+17% +$209K 0.06% 297
2024
Q4 		$1.2M Sell
34,627
-8,477
-20% -$299K 0.04% 362
2024
Q3 		$1.53M Buy
43,104
+9,208
+27% +$320K 0.07% 290
2024
Q2 		$1.21M Buy
+33,896
New +$1.19M 0.05% 359

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Ameriprise
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JP Morgan Chase
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Morgan Stanley
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PCIG
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LPL Financial
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DWM
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Northwestern Mutual Wealth Management
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