Braun-Bostich & Associates’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Braun-Bostich & Associates’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	-30,340	Closed	-$1.1M	–	120
2025 Q1	$1.1M	Buy	+30,340	New	+$1.11M	0.81%	34
2024 Q3	–	Sell	-38,948	Closed	-$1.38M	–	118
2024 Q2	$1.38M	Buy	38,948 +19,943	+105%	+$700K	1.03%	29
2024 Q1	$663K	Buy	+19,005	New	+$626K	0.56%	53
2019 Q2	–	Sell	-1,038	Closed	-$30K	–	323
2019 Q1	$30K	Hold	1,038	–	–	0.03%	221
2018 Q4	$27K	Hold	1,038	–	–	0.03%	203
2018 Q3	$31K	Sell	1,038 -37,426	-97%	-$1.1M	0.03%	203
2018 Q2	$1.14M	Sell	38,464 -15,097	-28%	-$450K	1.14%	23
2018 Q1	$1.54M	Buy	53,561 +430	+0.8%	+$12.6K	1.33%	21
2017 Q4	$1.58M	Buy	+53,131	New	+$1.58M	1.34%	23

Other funds holding HEFA

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

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

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

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

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

CCM

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

UCFA

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

QWP

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

DWM

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Braun-Bostich & Associates's HEFA Position: Q2 2025 in Review

Braun-Bostich & Associates sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 30,340 shares — an estimated $1.1M sold.

Braun-Bostich & Associates first reported a position in HEFA in Q4 2017 and held it in 9 quarters. The position peaked at $1.58M in Q4 2017. 458 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Braun-Bostich & Associates reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Braun-Bostich & Associates sold 30,340 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $1.1M.
Braun-Bostich & Associates first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and held it in 9 quarters.
Braun-Bostich & Associates's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.58M in Q4 2017.
458 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Braun-Bostich & Associates's 13F filing for Q2 2025, filed 8 Jul 2025.