Austin Private Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Austin Private Wealth’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 Q4	$202K	Buy	+4,896	New	+$201K	0.02%	276
2025 Q3	–	Sell	-5,940	Closed	-$225K	–	318
2025 Q2	$225K	Sell	5,940 -241,915	-98%	-$8.84M	0.02%	270
2025 Q1	$8.99M	Buy	+247,855	New	+$9.03M	0.8%	31
2024 Q3	–	Sell	-204,898	Closed	-$7.29M	–	287
2024 Q2	$7.29M	Sell	204,898 -88,125	-30%	-$3.09M	0.78%	26
2024 Q1	$10.1M	Buy	+293,023	New	+$9.65M	1.17%	22

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Austin Private Wealth's HEFA Position: Q4 2025 in Review

Austin Private Wealth opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025: 4,896 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #276 among its holdings. This is a return to the name: Austin Private Wealth previously reported a position in HEFA as recently as Q2 2025.

Austin Private Wealth first reported a position in HEFA in Q1 2024 and has held it in 5 quarters since. The position peaked at $10.1M in Q1 2024. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

Austin Private Wealth held 4,896 shares of iShares Currency Hedged MSCI EAFE ETF worth $202K as of Q4 2025.
iShares Currency Hedged MSCI EAFE ETF was a new Austin Private Wealth position in Q4 2025.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #276 holding.
Austin Private Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 5 quarters since.
Austin Private Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $10.1M in Q1 2024.
428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.