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HEFA icon

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

CreativeOne Wealth’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
2026
Q1 		$1.56M Buy
36,687
+6,669
+22% +$287K 0.04% 422
2025
Q4 		$1.24M Buy
30,018
+8,980
+43% +$368K 0.03% 473
2025
Q3 		$833K Buy
21,038
+1,750
+9% +$67.5K 0.02% 613
2025
Q2 		$732K Buy
19,288
+5,212
+37% +$191K 0.02% 630
2025
Q1 		$511K Buy
14,076
+2,171
+18% +$79.1K 0.02% 682
2024
Q4 		$414K Buy
11,905
+937
+9% +$33K 0.01% 756
2024
Q3 		$388K Sell
10,968
-1,918
-15% -$66.7K 0.01% 711
2024
Q2 		$458K Sell
12,886
-222,124
-95% -$7.79M 0.02% 499
2024
Q1 		$8.2M Buy
+235,010
New +$7.74M 0.33% 65

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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