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

Avantax 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
2025 Q2	$17.7M	Sell	467,357 -137,424	-23%	-$5.02M	0.1%	162
2025 Q1	$21.9M	Buy	604,781 +100,138	+20%	+$3.65M	0.13%	120
2024 Q4	$17.5M	Buy	504,643 +18,078	+4%	+$637K	0.11%	142
2024 Q3	$17.2M	Sell	486,565 -21,861	-4%	-$760K	0.11%	142
2024 Q2	$18.1M	Buy	508,426 +39,055	+8%	+$1.37M	0.13%	121
2024 Q1	$16.4M	Buy	469,371 +138,041	+42%	+$4.55M	0.15%	111
2023 Q4	$10.4M	Buy	331,330 +61,947	+23%	+$1.89M	0.1%	155
2023 Q3	$8.11M	Buy	269,383 +89,225	+50%	+$2.7M	0.09%	172
2023 Q2	$5.58M	Buy	180,158 +5,434	+3%	+$165K	0.06%	231
2023 Q1	$5.15M	Buy	174,724 +17,223	+11%	+$497K	0.06%	241
2022 Q4	$4.25M	Buy	157,501 +8,644	+6%	+$265K	0.06%	257
2022 Q3	$4.45M	Buy	148,857 +30,549	+26%	+$974K	0.07%	220
2022 Q2	$3.77M	Buy	118,308 +21,253	+22%	+$704K	0.06%	249
2022 Q1	$3.29M	Buy	97,055 +34,736	+56%	+$1.18M	0.05%	281
2021 Q4	$2.2M	Buy	62,319 +37,175	+148%	+$1.31M	0.03%	350
2021 Q3	$864K	Buy	25,144 +14,619	+139%	+$508K	0.01%	533
2021 Q2	$364K	Buy	10,525 +1,336	+15%	+$45.4K	0.01%	823
2021 Q1	$304K	Buy	9,189 +445	+5%	+$14.2K	0.01%	803
2020 Q4	$267K	Sell	8,744 -72,202	-89%	-$2.11M	0.01%	773
2020 Q3	$2.23M	Buy	80,946 +70,540	+678%	+$1.96M	0.04%	346
2020 Q2	$288K	Sell	10,406 -253	-2%	-$6.62K	0.01%	650
2020 Q1	$258K	Sell	10,659 -2,013	-16%	-$57.3K	0.01%	635
2019 Q4	$386K	Buy	+12,672	New	+$387K	0.01%	554

Other funds holding HEFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Avantax Advisory Services's HEFA Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 23% in Q2 2025, selling an estimated $5.02M and leaving 467,357 shares worth $17.7M. The position accounts for 0.1% of the portfolio, ranked #162.

Avantax Advisory Services first reported a position in HEFA in Q4 2019 and has held it in 23 quarters since. The position peaked at $21.9M in Q1 2025. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Avantax Advisory Services held 467,357 shares of iShares Currency Hedged MSCI EAFE ETF worth $17.7M as of Q2 2025.
Avantax Advisory Services sold 137,424 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $5.02M.
iShares Currency Hedged MSCI EAFE ETF made up 0.1% of Avantax Advisory Services's portfolio in Q2 2025, its #162 holding.
Avantax Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $21.9M in Q1 2025.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.