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FLP Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

FLP Wealth 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
Q1 		– Sell
-340
Closed -$11.8K – 233
2024
Q4 		$11.8K Buy
+340
New +$12K 0.03% 224

Other funds holding HEFA

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Envestnet Asset Management
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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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Ameriprise
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

FLP Wealth Management's HEFA Position: Q1 2025 in Review

FLP Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2025, closing a stake of 340 shares — an estimated $11.8K sold.

FLP Wealth Management first reported a position in HEFA in Q4 2024 and held it in 1 quarter. The position peaked at $11.8K in Q4 2024. 522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

  • FLP Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 340 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2025, an estimated $11.8K.
  • FLP Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $11.8K in Q4 2024.
  • 522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.