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

Financial Gravity Companies’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 		$2.16K Buy
+57
New +$2.08K ﹤0.01% 748
2024
Q4 		$1.98K Hold
57
– – ﹤0.01% 764
2024
Q3 		$2.02K Buy
+57
New +$1.98K ﹤0.01% 506

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 $374B AUM 17.66% 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 $377B AUM 19.32% 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 $3.8B AUM 13.34% 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 Gravity Companies's HEFA Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025: 57 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HEFA as recently as Q4 2024.

Financial Gravity Companies first reported a position in HEFA in Q3 2024 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Financial Gravity Companies held 57 shares of iShares Currency Hedged MSCI EAFE ETF worth $2.16K as of Q2 2025.
  • iShares Currency Hedged MSCI EAFE ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #748 holding.
  • Financial Gravity Companies first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and has held it in 3 quarters since.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.