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

Barnes Wealth Management Group’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 		– Sell
-22,666
Closed -$823K – 170
2025
Q1 		$823K Buy
+22,666
New +$826K 0.53% 49

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Barnes Wealth Management Group's HEFA Position: Q2 2025 in Review

Barnes Wealth Management Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 22,666 shares — an estimated $823K sold.

Barnes Wealth Management Group first reported a position in HEFA in Q1 2025 and held it in 1 quarter. The position peaked at $823K in Q1 2025. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Barnes Wealth Management Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Barnes Wealth Management Group sold 22,666 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $823K.
  • Barnes Wealth Management Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and held it in 1 quarter.
  • Barnes Wealth Management Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $823K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Barnes Wealth Management Group's 13F filing for Q2 2025, filed 27 Aug 2025.