FIC
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Family Investment Center’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Family Investment Center’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
-17,782
Closed -$645K – 96
2025
Q1 		$645K Sell
17,782
-1,705
-9% -$62.1K 0.16% 47
2024
Q4 		$677K Buy
+19,487
New +$686K 0.17% 46

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $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 $4.24B AUM 17.81% 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

Family Investment Center's HEFA Position: Q2 2025 in Review

Family Investment Center sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 17,782 shares — an estimated $645K sold.

Family Investment Center first reported a position in HEFA in Q4 2024 and held it in 2 quarters. The position peaked at $677K in Q4 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Family Investment Center reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Family Investment Center sold 17,782 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $645K.
  • Family Investment Center first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 2 quarters.
  • Family Investment Center's iShares Currency Hedged MSCI EAFE ETF position peaked at $677K in Q4 2024.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Family Investment Center's 13F filing for Q2 2025, filed 15 Jul 2025.