Financial Advocates Investment Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Financial Advocates Investment Management’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	-9,180	Closed	-$333K	–	690
2025 Q1	$333K	Buy	+9,180	New	+$335K	0.02%	534
2024 Q3	–	Sell	-13,670	Closed	-$486K	–	788
2024 Q2	$486K	Buy	+13,670	New	+$480K	0.03%	440
2020 Q1	–	Sell	-13,181	Closed	-$402K	–	505
2019 Q4	$402K	Sell	13,181 -1,017	-7%	-$31K	0.04%	355
2019 Q3	$425K	Sell	14,198 -2,651	-16%	-$77.4K	0.05%	322
2019 Q2	$502K	Sell	16,849 -15,007	-47%	-$441K	0.06%	290
2019 Q1	$920K	Sell	31,856 -781	-2%	-$21.7K	0.11%	192
2018 Q4	$842K	Sell	32,637 -4,751	-13%	-$132K	0.11%	191
2018 Q3	$1.12M	Sell	37,388 -12,151	-25%	-$359K	0.12%	175
2018 Q2	$1.46M	Sell	49,539 -25,348	-34%	-$756K	0.18%	129
2018 Q1	$2.15M	Buy	74,887 +40,605	+118%	+$1.19M	0.28%	87
2017 Q4	$1.02M	Buy	+34,282	New	+$1.02M	0.14%	156

Other funds holding HEFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Financial Advocates Investment Management's HEFA Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 9,180 shares — an estimated $333K sold.

Financial Advocates Investment Management first reported a position in HEFA in Q4 2017 and held it in 11 quarters. The position peaked at $2.15M in Q1 2018. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Financial Advocates Investment Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 9,180 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $333K.
Financial Advocates Investment Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2017 and held it in 11 quarters.
Financial Advocates Investment Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $2.15M in Q1 2018.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.