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

Avior Wealth Management’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
Q1 		– Sell
-1,390
Closed -$48.3K – 1426
2024
Q4 		$48.3K Hold
1,390
– – ﹤0.01% 1166
2024
Q3 		$49.2K Hold
1,390
– – ﹤0.01% 1119
2024
Q2 		$49.4K Hold
1,390
– – ﹤0.01% 1091
2024
Q1 		$48.5K Hold
1,390
– – ﹤0.01% 1248
2023
Q4 		$43.8K Hold
1,390
– – ﹤0.01% 753
2023
Q3 		$41.8K Buy
+1,390
New +$42.1K ﹤0.01% 791
2022
Q2 		– Sell
-50
Closed -$1K – 1135
2022
Q1 		$1K Sell
50
-889
-95% -$30.2K ﹤0.01% 1033
2021
Q4 		$33K Buy
939
+14
+2% +$494 ﹤0.01% 628
2021
Q3 		$31K Sell
925
-14
-1% -$486 ﹤0.01% 607
2021
Q2 		$32K Sell
939
-11
-1% -$374 ﹤0.01% 586
2021
Q1 		$31K Sell
950
-42
-4% -$1.34K ﹤0.01% 570
2020
Q4 		$30K Buy
992
+35
+4% +$1.02K ﹤0.01% 550
2020
Q3 		$26K Sell
957
-57
-6% -$1.58K ﹤0.01% 562
2020
Q2 		$27K Sell
1,014
-728
-42% -$19.1K ﹤0.01% 538
2020
Q1 		$42K Sell
1,742
-624
-26% -$17.8K 0.01% 460
2019
Q4 		$72K Buy
2,366
+74
+3% +$2.26K 0.01% 448
2019
Q3 		$68K Buy
2,292
+44
+2% +$1.28K 0.01% 441
2019
Q2 		$67K Sell
2,248
-74
-3% -$2.17K 0.01% 434
2019
Q1 		$67K Buy
+2,322
New +$64.6K 0.01% 417
2016
Q3 		– Sell
-4,975
Closed -$119K – 478
2016
Q2 		$119K Hold
4,975
– – 0.05% 147
2016
Q1 		$119K Buy
+4,975
New +$117K 0.05% 145

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Avior Wealth Management's HEFA Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2025, closing a stake of 1,390 shares — an estimated $48.3K sold.

Avior Wealth Management first reported a position in HEFA in Q1 2016 and held it in 21 quarters. The position peaked at $119K in Q2 2016. 522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,390 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2025, an estimated $48.3K.
  • Avior Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2016 and held it in 21 quarters.
  • Avior Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $119K in Q2 2016.
  • 522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.