Beacon Capital Management LLC (Tennessee)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-122	Closed	-$4.63K	–	498
2025 Q2	$4.63K	Hold	122	–	–	﹤0.01%	773
2025 Q1	$4.43K	Hold	122	–	–	﹤0.01%	793
2024 Q4	$4.24K	Sell	122 -78	-39%	-$2.75K	﹤0.01%	762
2024 Q3	$7.08K	Buy	+200	New	+$6.95K	﹤0.01%	730
2023 Q1	–	Sell	-73	Closed	-$1.97K	–	971
2022 Q4	$1.97K	Hold	73	–	–	﹤0.01%	796
2022 Q3	$2K	Buy	+73	New	+$2.33K	﹤0.01%	726

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

Beacon Capital Management LLC (Tennessee)'s HEFA Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 122 shares — an estimated $4.63K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HEFA in Q3 2022 and held it in 6 quarters. The position peaked at $7.08K in Q3 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 122 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $4.63K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and held it in 6 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $7.08K in Q3 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.