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Cobblestone Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Cobblestone Asset 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 		– Sell
-36,807
Closed -$1.34M – 71
2025
Q1 		$1.34M Buy
+36,807
New +$1.34M 0.78% 30
2024
Q3 		– Sell
-38,459
Closed -$1.37M – 46
2024
Q2 		$1.37M Sell
38,459
-34,344
-47% -$1.21M 0.89% 19
2024
Q1 		$2.54M Buy
+72,803
New +$2.4M 1.72% 16

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

Cobblestone Asset Management's HEFA Position: Q2 2025 in Review

Cobblestone Asset Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 36,807 shares — an estimated $1.34M sold.

Cobblestone Asset Management first reported a position in HEFA in Q1 2024 and held it in 3 quarters. The position peaked at $2.54M in Q1 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Cobblestone Asset Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Cobblestone Asset Management sold 36,807 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $1.34M.
  • Cobblestone Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
  • Cobblestone Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.54M in Q1 2024.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Cobblestone Asset Management's 13F filing for Q2 2025, filed 14 Jul 2025.