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

First Horizon 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 Q2	$174K	Sell	4,586 -44,702	-91%	-$1.63M	﹤0.01%	560
2025 Q1	$1.79M	Buy	49,288 +45,053	+1,064%	+$1.64M	0.05%	207
2024 Q4	$147K	Sell	4,235 -345	-8%	-$12.2K	﹤0.01%	592
2024 Q3	$162K	Sell	4,580 -38,666	-89%	-$1.34M	﹤0.01%	581
2024 Q2	$1.54M	Sell	43,246 -12,598	-23%	-$442K	0.05%	218
2024 Q1	$1.95M	Buy	+55,844	New	+$1.84M	0.06%	202
2019 Q2	–	Sell	-11,132	Closed	-$327K	–	1585
2019 Q1	$321K	Buy	11,132 +2,704	+32%	+$75.2K	0.03%	275
2018 Q4	$216K	Sell	8,428 -31,796	-79%	-$884K	0.02%	312
2018 Q3	$1.2M	Buy	+40,224	New	+$1.19M	0.09%	176

Other funds holding HEFA

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

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

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

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

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

First Horizon Advisors's HEFA Position: Q2 2025 in Review

First Horizon Advisors reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 91% in Q2 2025, selling an estimated $1.63M and leaving 4,586 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

First Horizon Advisors first reported a position in HEFA in Q3 2018 and has held it in 9 quarters since. The position peaked at $1.95M in Q1 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

First Horizon Advisors held 4,586 shares of iShares Currency Hedged MSCI EAFE ETF worth $174K as of Q2 2025.
First Horizon Advisors sold 44,702 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $1.63M.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #560 holding.
First Horizon Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2018 and has held it in 9 quarters since.
First Horizon Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.95M in Q1 2024.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.