Atomic Invest LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Atomic Invest LLC’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 Q4	$35.4K	Buy	+852	New	+$34.9K	0.02%	108

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Atomic Invest LLC's HEFA Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025: 852 shares worth $35.4K. The stake represents 0.02% of the portfolio and ranks #108 among its holdings.

430 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

Atomic Invest LLC held 852 shares of iShares Currency Hedged MSCI EAFE ETF worth $35.4K as of Q4 2025.
iShares Currency Hedged MSCI EAFE ETF was a new Atomic Invest LLC position in Q4 2025.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Atomic Invest LLC's portfolio in Q4 2025, its #108 holding.
430 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.