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Brinker Capital Investments’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Brinker Capital Investments’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
-24,389
Closed -$926K – 2073
2025
Q2 		$926K Sell
24,389
-60,407
-71% -$2.21M 0.01% 1229
2025
Q1 		$3.08M Buy
84,796
+70,303
+485% +$2.56M 0.03% 518
2024
Q4 		$504K Sell
14,493
-74
-0.5% -$2.61K 0.01% 1347
2024
Q3 		$516K Sell
14,567
-83,015
-85% -$2.89M 0.01% 1326
2024
Q2 		$3.47M Sell
97,582
-28,253
-22% -$991K 0.04% 418
2024
Q1 		$4.39M Buy
+125,835
New +$4.14M 0.05% 355
2020
Q1 		– Sell
-6,749
Closed -$206K – 491
2019
Q4 		$206K Hold
6,749
– – 0.01% 321
2019
Q3 		$202K Sell
6,749
-815
-11% -$23.8K 0.01% 322
2019
Q2 		$226K Hold
7,564
– – 0.01% 368
2019
Q1 		$218K Hold
7,564
– – 0.01% 330
2018
Q4 		$195K Sell
7,564
-121
-2% -$3.37K 0.01% 320
2018
Q3 		$230K Hold
7,685
– – 0.01% 290
2018
Q2 		$228K Hold
7,685
– – 0.01% 305
2018
Q1 		$221K Hold
7,685
– – 0.01% 290
2017
Q4 		$228K Sell
7,685
-202
-3% -$5.99K 0.01% 297
2017
Q3 		$228K Hold
7,887
– – 0.01% 281
2017
Q2 		$224K Buy
7,887
+769
+11% +$21.7K 0.01% 273
2017
Q1 		$196K Buy
7,118
+46
+0.7% +$1.24K 0.01% 268
2016
Q4 		$185K Sell
7,072
-122
-2% -$3.09K 0.01% 262
2016
Q3 		$178K Buy
7,194
+445
+7% +$10.8K 0.01% 257
2016
Q2 		$162K Buy
6,749
+4,242
+169% +$102K 0.01% 263
2016
Q1 		$60K Buy
+2,507
New +$59.1K ﹤0.01% 287

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brinker Capital Investments's HEFA Position: Q3 2025 in Review

Brinker Capital Investments sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 24,389 shares — an estimated $926K sold.

Brinker Capital Investments first reported a position in HEFA in Q1 2016 and held it in 22 quarters. The position peaked at $4.39M in Q1 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Brinker Capital Investments reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 24,389 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $926K.
  • Brinker Capital Investments first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2016 and held it in 22 quarters.
  • Brinker Capital Investments's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.39M in Q1 2024.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Brinker Capital Investments's 13F filing for Q3 2025, filed 12 Nov 2025.