Ehrlich Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Ehrlich Financial Group’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	–	Sell	-7,863	Closed	-$311K	–	112
2025 Q3	$311K	Sell	7,863 -361	-4%	-$13.9K	0.18%	85
2025 Q2	$312K	Sell	8,224 -27,165	-77%	-$993K	0.2%	81
2025 Q1	$1.28M	Buy	35,389 +29,256	+477%	+$1.07M	0.94%	34
2024 Q4	$213K	Sell	6,133 -79	-1%	-$2.78K	0.15%	102
2024 Q3	$220K	Sell	6,212 -31,717	-84%	-$1.1M	0.16%	102
2024 Q2	$1.35M	Buy	37,929 +19,944	+111%	+$700K	1.06%	23
2024 Q1	$627K	Buy	+17,985	New	+$592K	0.53%	43

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Milwaukee, Wisconsin $162B AUM 16.35% 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

Ehrlich Financial Group's HEFA Position: Q4 2025 in Review

Ehrlich Financial Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 7,863 shares — an estimated $311K sold.

Ehrlich Financial Group first reported a position in HEFA in Q1 2024 and held it in 7 quarters. The position peaked at $1.35M in Q2 2024. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

Ehrlich Financial Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Ehrlich Financial Group sold 7,863 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $311K.
Ehrlich Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 7 quarters.
Ehrlich Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.35M in Q2 2024.
428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Ehrlich Financial Group's 13F filing for Q4 2025, filed 6 Jan 2026.