BEI
HEFA icon

Benjamin Edwards Inc’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Benjamin Edwards Inc’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
2026
Q1 		$815K Sell
19,188
-16,455
-46% -$709K 0.01% 832
2025
Q4 		$1.47M Sell
35,643
-66
-0.2% -$2.71K 0.02% 597
2025
Q3 		$1.41M Buy
+35,709
New +$1.38M 0.02% 584
2025
Q1 		– Sell
-22,463
Closed -$781K – 1117
2024
Q4 		$781K Buy
22,463
+552
+3% +$19.4K 0.01% 688
2024
Q3 		$776K Buy
+21,911
New +$762K 0.01% 661
2023
Q1 		– Sell
-73
Closed -$2K – 724
2022
Q4 		$2K Buy
73
+8
+12% +$245 ﹤0.01% 681
2022
Q3 		$2K Buy
65
+2
+3% +$64 ﹤0.01% 657
2022
Q2 		$2K Buy
+63
New +$2.09K ﹤0.01% 663

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return