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

Bay Harbor 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 Q3	–	Sell	-77	Closed	-$2.92K	–	1305
2025 Q2	$2.92K	Sell	77 -35,214	-100%	-$1.29M	﹤0.01%	247
2025 Q1	$1.28M	Buy	35,291 +35,207	+41,913%	+$1.28M	0.41%	35
2024 Q4	$2.92K	Sell	84 -1,414	-94%	-$49.8K	﹤0.01%	148
2024 Q3	$53.1K	Sell	1,498 -49,512	-97%	-$1.72M	0.02%	98
2024 Q2	$1.81M	Sell	51,010 -23,054	-31%	-$809K	0.63%	30
2024 Q1	$2.58M	Buy	+74,064	New	+$2.44M	0.93%	27
2019 Q3	–	Sell	-271	Closed	-$8K	–	369
2019 Q2	$8K	Buy	+271	New	+$7.96K	0.01%	242
2019 Q1	–	Sell	-85	Closed	-$2K	–	405
2018 Q4	$2K	Buy	+85	New	+$2.36K	﹤0.01%	321

Other funds holding HEFA

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bay Harbor Wealth Management's HEFA Position: Q3 2025 in Review

Bay Harbor Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 77 shares — an estimated $2.92K sold.

Bay Harbor Wealth Management first reported a position in HEFA in Q4 2018 and held it in 8 quarters. The position peaked at $2.58M in Q1 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Bay Harbor Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Bay Harbor Wealth Management sold 77 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $2.92K.
Bay Harbor Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and held it in 8 quarters.
Bay Harbor Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.58M in Q1 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.