EWA
HEFA icon

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

EverSource 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
2026
Q1 		$5.02M Buy
118,144
+39,002
+49% +$1.68M 0.15% 119
2025
Q4 		$3.27M Buy
79,142
+59,550
+304% +$2.44M 0.12% 138
2025
Q3 		$776K Buy
19,592
+18,638
+1,954% +$718K 0.03% 372
2025
Q2 		$36.2K Sell
954
-3,277
-77% -$120K ﹤0.01% 1840
2025
Q1 		$154K Buy
4,231
+2,977
+237% +$109K 0.01% 760
2024
Q4 		$43.6K Sell
1,254
-623
-33% -$21.9K ﹤0.01% 1252
2024
Q3 		$66.5K Sell
1,877
-6,454
-77% -$224K ﹤0.01% 941
2024
Q2 		$293K Buy
8,331
+3,808
+84% +$134K 0.02% 445
2024
Q1 		$156K Buy
+4,523
New +$149K 0.01% 570

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