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

Congress 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 		$1.74M Buy
45,790
+6,214
+16% +$227K 0.02% 582
2025
Q1 		$1.44M Buy
+39,576
New +$1.44M 0.02% 556

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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

Congress Wealth Management's HEFA Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 16% in Q2 2025, buying an estimated $227K and bringing the position to 45,790 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #582.

Congress Wealth Management first reported a position in HEFA in Q1 2025 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Congress Wealth Management held 45,790 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.74M as of Q2 2025.
  • Congress Wealth Management bought 6,214 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $227K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #582 holding.
  • Congress Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.