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Brown, Lisle/Cummings’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Brown, Lisle/Cummings’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
Q4 		– Sell
-330
Closed -$13.1K – 753
2025
Q3 		$13.1K Hold
330
– – ﹤0.01% 474
2025
Q2 		$12.5K Hold
330
– – ﹤0.01% 477
2025
Q1 		$12K Buy
+330
New +$12K ﹤0.01% 475

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Brown, Lisle/Cummings's HEFA Position: Q4 2025 in Review

Brown, Lisle/Cummings sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 330 shares — an estimated $13.1K sold.

Brown, Lisle/Cummings first reported a position in HEFA in Q1 2025 and held it in 3 quarters. The position peaked at $13.1K in Q3 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • Brown, Lisle/Cummings reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 330 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $13.1K.
  • Brown, Lisle/Cummings first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and held it in 3 quarters.
  • Brown, Lisle/Cummings's iShares Currency Hedged MSCI EAFE ETF position peaked at $13.1K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Brown, Lisle/Cummings's 13F filing for Q4 2025, filed 23 Jan 2026.