FFG Retirement Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

FFG Retirement 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 Q3	–	Sell	-15,090	Closed	-$573K	–	48
2025 Q2	$573K	Buy	15,090 +7,804	+107%	+$285K	0.36%	42
2025 Q1	$264K	Buy	+7,286	New	+$266K	0.18%	41
2024 Q4	–	Sell	-24,311	Closed	-$861K	–	45
2024 Q3	$861K	Sell	24,311 -11,732	-33%	-$408K	0.56%	40
2024 Q2	$1.28M	Buy	+36,043	New	+$1.26M	0.89%	37

Other funds holding HEFA

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

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

CCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

DWM

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

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FFG Retirement Advisors's HEFA Position: Q3 2025 in Review

FFG Retirement Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 15,090 shares — an estimated $573K sold.

FFG Retirement Advisors first reported a position in HEFA in Q2 2024 and held it in 4 quarters. The position peaked at $1.28M in Q2 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

FFG Retirement Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
FFG Retirement Advisors sold 15,090 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $573K.
FFG Retirement Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 4 quarters.
FFG Retirement Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.28M in Q2 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on FFG Retirement Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.