Bush Investment Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bush Investment Group’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	-13,376	Closed	-$485K	–	39
2025 Q1	$485K	Buy	+13,376	New	+$488K	0.37%	29
2024 Q3	–	Sell	-13,455	Closed	-$478K	–	32
2024 Q2	$478K	Sell	13,455 -7,718	-36%	-$271K	0.41%	25
2024 Q1	$739K	Buy	+21,173	New	+$697K	0.65%	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

Bush Investment Group's HEFA Position: Q2 2025 in Review

Bush Investment Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 13,376 shares — an estimated $485K sold.

Bush Investment Group first reported a position in HEFA in Q1 2024 and held it in 3 quarters. The position peaked at $739K in Q1 2024. 458 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Bush Investment Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Bush Investment Group sold 13,376 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $485K.
Bush Investment Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
Bush Investment Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $739K in Q1 2024.
458 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Bush Investment Group's 13F filing for Q2 2025, filed 1 Jul 2025.