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

Financial 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	$2.94M	Hold	74,218	–	–	0.52%	15
2025 Q2	$2.82M	Hold	74,218	–	–	0.52%	15
2025 Q1	$2.69M	Hold	74,218	–	–	0.53%	14
2024 Q4	$2.58M	Sell	74,218 -3,183	-4%	-$112K	0.49%	15
2024 Q3	$2.74M	Sell	77,401 -142	-0.2%	-$4.93K	0.52%	14
2024 Q2	$2.76M	Hold	77,543	–	–	0.56%	13
2024 Q1	$2.7M	Hold	77,543	–	–	0.56%	14
2023 Q4	$2.44M	Hold	77,543	–	–	0.55%	14
2023 Q3	$2.33M	Hold	77,543	–	–	0.58%	15
2023 Q2	$2.4M	Sell	77,543 -926	-1%	-$28K	0.57%	15
2023 Q1	$2.31M	Sell	78,469 -3,018	-4%	-$87.1K	0.59%	16
2022 Q4	$2.2M	Sell	81,487 -15,444	-16%	-$473K	0.6%	15
2022 Q3	$2.92M	Hold	96,931	–	–	1.02%	13
2022 Q2	$3.08M	Sell	96,931 -7,768	-7%	-$257K	1.09%	12
2022 Q1	$3.55M	Sell	104,699 -2,908	-3%	-$98.8K	1.11%	13
2021 Q4	$3.8M	Hold	107,607	–	–	1.16%	14
2021 Q3	$3.7M	Hold	107,607	–	–	1.25%	10
2021 Q2	$3.73M	Sell	107,607 -10,397	-9%	-$353K	1.31%	10
2021 Q1	$3.89M	Buy	118,004 +3,704	+3%	+$118K	1.55%	9
2020 Q4	$3.48M	Hold	114,300	–	–	1.55%	9
2020 Q3	$3.15M	Buy	114,300 +35	+0%	+$970	1.66%	7
2020 Q2	$3.15M	Buy	114,265 +24,803	+28%	+$649K	1.76%	7
2020 Q1	$2.17M	Buy	89,462 +58,548	+189%	+$1.67M	1.47%	8
2019 Q4	$943K	Hold	30,914	–	–	0.53%	14
2019 Q3	$926K	Hold	30,914	–	–	0.57%	14
2019 Q2	$922K	Hold	30,914	–	–	0.59%	13
2019 Q1	$892K	Buy	+30,914	New	+$860K	0.61%	13

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

Financial Advisors's HEFA Position: Q3 2025 in Review

Financial Advisors held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q3 2025 at 74,218 shares worth $2.94M. The position accounts for 0.52% of the portfolio, ranked #15.

Financial Advisors first reported a position in HEFA in Q1 2019 and has held it in 27 quarters since. The position peaked at $3.89M in Q1 2021. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Financial Advisors held 74,218 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.94M as of Q3 2025.
Financial Advisors left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q3 2025.
iShares Currency Hedged MSCI EAFE ETF made up 0.52% of Financial Advisors's portfolio in Q3 2025, its #15 holding.
Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and has held it in 27 quarters since.
Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.89M in Q1 2021.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.