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Focus Financial Network’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Focus Financial Network’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
Q3 		– Sell
-5,505
Closed -$209K – 751
2025
Q2 		$209K Sell
5,505
-26,955
-83% -$985K 0.01% 676
2025
Q1 		$1.18M Buy
+32,460
New +$1.18M 0.05% 263
2024
Q4 		– Sell
-14,516
Closed -$514K – 680
2024
Q3 		$514K Sell
14,516
-28,566
-66% -$993K 0.02% 399
2024
Q2 		$1.52M Sell
43,082
-15,101
-26% -$530K 0.07% 209
2024
Q1 		$1.97M Buy
58,183
+45,970
+376% +$1.51M 0.1% 155
2023
Q4 		$388K Buy
+12,213
New +$372K 0.01% 509
2021
Q1 		– Sell
-12,242
Closed -$373K – 447
2020
Q4 		$373K Sell
12,242
-903
-7% -$26.3K 0.03% 309
2020
Q3 		$362K Sell
13,145
-3,448
-21% -$95.6K 0.03% 306
2020
Q2 		$458K Sell
16,593
-20,369
-55% -$533K 0.05% 255
2020
Q1 		$895K Buy
36,962
+6,309
+21% +$180K 0.12% 151
2019
Q4 		$935K Buy
30,653
+20,245
+195% +$618K 0.11% 161
2019
Q3 		$312K Buy
10,408
+7
+0.1% +$204 0.04% 285
2019
Q2 		$310K Hold
10,401
– – 0.05% 279
2019
Q1 		$300K Buy
+10,401
New +$289K 0.05% 280

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Focus Financial Network's HEFA Position: Q3 2025 in Review

Focus Financial Network sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 5,505 shares — an estimated $209K sold.

Focus Financial Network first reported a position in HEFA in Q1 2019 and held it in 14 quarters. The position peaked at $1.97M in Q1 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Focus Financial Network reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Focus Financial Network sold 5,505 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $209K.
  • Focus Financial Network first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and held it in 14 quarters.
  • Focus Financial Network's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.97M in Q1 2024.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Focus Financial Network's 13F filing for Q3 2025, filed 10 Oct 2025.