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

Davis Wealth Advisors’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
-15,093
Closed -$548K – 66
2025
Q1 		$548K Buy
+15,093
New +$550K 0.62% 40

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 22.96% 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

Davis Wealth Advisors's HEFA Position: Q2 2025 in Review

Davis Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 15,093 shares — an estimated $548K sold.

Davis Wealth Advisors first reported a position in HEFA in Q1 2025 and held it in 1 quarter. The position peaked at $548K in Q1 2025. 458 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Davis Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Davis Wealth Advisors sold 15,093 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $548K.
  • Davis Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and held it in 1 quarter.
  • Davis Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $548K in Q1 2025.
  • 458 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Davis Wealth Advisors's 13F filing for Q2 2025, filed 14 Sep 2026.