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

Avion 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
Q3 		– Sell
-854
Closed -$32K – 1342
2025
Q2 		$32K Hold
854
– – 0.01% 251
2025
Q1 		$29K Hold
854
– – 0.01% 249
2024
Q4 		$29K Hold
854
– – 0.01% 249
2024
Q3 		$30K Buy
854
+14
+2% +$487 0.01% 215
2024
Q2 		$29K Buy
+840
New +$29.5K 0.01% 205

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

Avion Wealth's HEFA Position: Q3 2025 in Review

Avion Wealth sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 854 shares — an estimated $32K sold.

Avion Wealth first reported a position in HEFA in Q2 2024 and held it in 5 quarters. The position peaked at $32K in Q2 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Avion Wealth reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Avion Wealth sold 854 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $32K.
  • Avion Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 5 quarters.
  • Avion Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $32K in Q2 2025.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.