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

EP 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	$1.75M	Buy	46,176 +32,812	+246%	+$1.2M	0.01%	441
2025 Q1	$485K	Sell	13,364 -235	-2%	-$8.57K	﹤0.01%	718
2024 Q4	$473K	Buy	13,599 +10,741	+376%	+$378K	﹤0.01%	710
2024 Q3	$101K	Sell	2,858 -1,396	-33%	-$48.5K	﹤0.01%	1143
2024 Q2	$151K	Buy	4,254 +335	+9%	+$11.8K	﹤0.01%	788
2024 Q1	$137K	Hold	3,919	–	–	﹤0.01%	773
2023 Q4	$123K	Buy	3,919 +187	+5%	+$5.7K	﹤0.01%	762
2023 Q3	$112K	Buy	+3,732	New	+$113K	﹤0.01%	727
2022 Q3	–	Sell	-3,192	Closed	-$102K	–	452
2022 Q2	$102K	Sell	3,192 -1	-0%	-$33	﹤0.01%	635
2022 Q1	$108K	Buy	+3,193	New	+$109K	﹤0.01%	621

Other funds holding HEFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

EP Wealth Advisors increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 246% in Q2 2025, buying an estimated $1.2M and bringing the position to 46,176 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #441.

EP Wealth Advisors first reported a position in HEFA in Q1 2022 and has held it in 10 quarters since. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

EP Wealth Advisors held 46,176 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.75M as of Q2 2025.
EP Wealth Advisors bought 32,812 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $1.2M.
iShares Currency Hedged MSCI EAFE ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #441 holding.
EP Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2022 and has held it in 10 quarters since.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.