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Atria Investments’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Atria Investments’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 		– Sell
-41,396
Closed -$1.57M – 2078
2025
Q2 		$1.57M Sell
41,396
-142,549
-77% -$5.21M 0.02% 830
2025
Q1 		$6.68M Buy
183,945
+135,891
+283% +$4.95M 0.09% 271
2024
Q4 		$1.67M Sell
48,054
-448
-0.9% -$15.8K 0.02% 757
2024
Q3 		$1.72M Sell
48,502
-189,377
-80% -$6.58M 0.02% 721
2024
Q2 		$8.46M Sell
237,879
-101,752
-30% -$3.57M 0.11% 201
2024
Q1 		$11.8M Buy
339,631
+286,413
+538% +$9.43M 0.16% 144
2023
Q4 		$1.68M Buy
+53,218
New +$1.62M 0.03% 666
2018
Q2 		– Sell
-557,306
Closed -$16M – 972
2018
Q1 		$16M Sell
557,306
-7,992
-1% -$235K 0.77% 22
2017
Q4 		$16.8M Buy
565,298
+193,722
+52% +$5.75M 0.83% 18
2017
Q3 		$10.8M Sell
371,576
-30,004
-7% -$848K 0.59% 31
2017
Q2 		$11.4M Buy
401,580
+154,922
+63% +$4.38M 0.7% 25
2017
Q1 		$6.79M Buy
246,658
+132,055
+115% +$3.55M 0.44% 38
2016
Q4 		$2.99M Buy
114,603
+98,616
+617% +$2.5M 0.23% 78
2016
Q3 		$397K Buy
+15,987
New +$390K 0.04% 351
2016
Q1 		– Sell
-98,911
Closed -$2.34M – 455
2015
Q4 		$2.34M Buy
98,911
+2,912
+3% +$75.7K 0.26% 61
2015
Q3 		$2.36M Buy
95,999
+2,996
+3% +$79.1K 0.33% 53
2015
Q2 		$2.54M Buy
+93,003
New +$2.64M 0.3% 51

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $3.8B AUM 13.34% 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 $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Atria Investments's HEFA Position: Q3 2025 in Review

Atria Investments sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 41,396 shares — an estimated $1.57M sold.

Atria Investments first reported a position in HEFA in Q2 2015 and held it in 17 quarters. The position peaked at $16.8M in Q4 2017. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Atria Investments reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 41,396 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $1.57M.
  • Atria Investments first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2015 and held it in 17 quarters.
  • Atria Investments's iShares Currency Hedged MSCI EAFE ETF position peaked at $16.8M in Q4 2017.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.