Fisher Asset Management
HEFA icon

Fisher Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Fisher Asset 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
-7,933
Closed -$288K – 1024
2025
Q1 		$288K Buy
+7,933
New +$289K ﹤0.01% 903

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LPL Financial
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Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Partners Capital Investment Group
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Fisher Asset Management's HEFA Position: Q2 2025 in Review

Fisher Asset Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 7,933 shares — an estimated $288K sold.

Fisher Asset Management first reported a position in HEFA in Q1 2025 and held it in 1 quarter. The position peaked at $288K in Q1 2025. 458 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Fisher Asset Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Fisher Asset Management sold 7,933 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $288K.
  • Fisher Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and held it in 1 quarter.
  • Fisher Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $288K in Q1 2025.
  • 458 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.