Bellwether Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bellwether Advisors’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	-1,184	Closed	-$44.9K	–	316
2025 Q2	$44.9K	Hold	1,184	–	–	0.01%	231
2025 Q1	$43K	Hold	1,184	–	–	0.01%	229
2024 Q4	$41.1K	Buy	+1,184	New	+$41.7K	0.01%	242
2023 Q2	–	Sell	-1,270	Closed	-$37.4K	–	243
2023 Q1	$37.4K	Hold	1,270	–	–	0.01%	205
2022 Q4	$34.3K	Sell	1,270 -1,651	-57%	-$50.6K	0.01%	212
2022 Q3	$87K	Sell	2,921 -815	-22%	-$26K	0.03%	131
2022 Q2	$118K	Sell	3,736 -6,397	-63%	-$212K	0.04%	131
2022 Q1	$343K	Hold	10,133	–	–	0.1%	120
2021 Q4	$357K	Sell	10,133 -602	-6%	-$21.3K	0.11%	104
2021 Q3	$369K	Sell	10,735 -224	-2%	-$7.78K	0.12%	124
2021 Q2	$379K	Sell	10,959 -120	-1%	-$4.08K	0.13%	105
2021 Q1	$365K	Sell	11,079 -5,368	-33%	-$171K	0.14%	87
2020 Q4	$501K	Buy	+16,447	New	+$480K	0.22%	71

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bellwether Advisors's HEFA Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 1,184 shares — an estimated $44.9K sold.

Bellwether Advisors first reported a position in HEFA in Q4 2020 and held it in 13 quarters. The position peaked at $501K in Q4 2020. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Bellwether Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 1,184 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $44.9K.
Bellwether Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $501K in Q4 2020.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.