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

Atria Wealth Solutions’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 		$5.32M Sell
140,398
-158,627
-53% -$5.8M 0.12% 203
2025
Q1 		$10.9M Buy
299,025
+155,032
+108% +$5.65M 0.13% 169
2024
Q4 		$5M Sell
143,993
-11,241
-7% -$396K 0.05% 350
2024
Q3 		$5.5M Sell
155,234
-155,260
-50% -$5.4M 0.06% 319
2024
Q2 		$11M Sell
310,494
-53,620
-15% -$1.88M 0.12% 175
2024
Q1 		$12.7M Buy
364,114
+253,940
+230% +$8.36M 0.14% 151
2023
Q4 		$3.47M Sell
110,174
-6,531
-6% -$199K 0.04% 415
2023
Q3 		$3.51M Buy
116,705
+4,657
+4% +$141K 0.05% 386
2023
Q2 		$3.47M Buy
112,048
+628
+0.6% +$19K 0.05% 385
2023
Q1 		$3.28M Buy
111,420
+12,788
+13% +$369K 0.05% 381
2022
Q4 		$2.66M Buy
98,632
+34,475
+54% +$1.06M 0.04% 420
2022
Q3 		$1.92M Sell
64,157
-18,214
-22% -$580K 0.03% 496
2022
Q2 		$2.62M Buy
82,371
+24,281
+42% +$805K 0.05% 370
2022
Q1 		$1.97M Buy
+58,090
New +$1.97M 0.03% 486

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Atria Wealth Solutions's HEFA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 53% in Q2 2025, selling an estimated $5.8M and leaving 140,398 shares worth $5.32M. The position accounts for 0.12% of the portfolio, ranked #203.

Atria Wealth Solutions first reported a position in HEFA in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.7M in Q1 2024. 458 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Atria Wealth Solutions held 140,398 shares of iShares Currency Hedged MSCI EAFE ETF worth $5.32M as of Q2 2025.
  • Atria Wealth Solutions sold 158,627 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $5.8M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #203 holding.
  • Atria Wealth Solutions first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Currency Hedged MSCI EAFE ETF position peaked at $12.7M in Q1 2024.
  • 458 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.