CAWM
HEFA icon

Capital A Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Capital A Wealth Management’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 		$84.2K Buy
2,673
+2,068
+342% +$75.6K 0.94% 22
2025
Q1 		$22K Buy
605
+522
+629% +$19K 0.02% 220
2024
Q4 		$2.88K Buy
+83
New +$2.92K ﹤0.01% 442

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Capital A Wealth Management's HEFA Position: Q2 2025 in Review

Capital A Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 342% in Q2 2025, buying an estimated $75.6K and bringing the position to 2,673 shares worth $84.2K. The position accounts for 0.94% of the portfolio, ranked #22.

Capital A Wealth Management first reported a position in HEFA in Q4 2024 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Capital A Wealth Management held 2,673 shares of iShares Currency Hedged MSCI EAFE ETF worth $84.2K as of Q2 2025.
  • Capital A Wealth Management bought 2,068 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $75.6K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.94% of Capital A Wealth Management's portfolio in Q2 2025, its #22 holding.
  • Capital A Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 3 quarters since.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.