Foresight Capital Management Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Foresight Capital Management 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 Q3	–	Sell	-40,074	Closed	-$1.52M	–	94
2025 Q2	$1.52M	Sell	40,074 -16,776	-30%	-$613K	0.88%	42
2025 Q1	$2.06M	Sell	56,850 -67,038	-54%	-$2.44M	1.28%	33
2024 Q4	$4.31M	Sell	123,888 -32,772	-21%	-$1.15M	2.52%	11
2024 Q3	$5.55M	Buy	156,660 +4,704	+3%	+$163K	3.29%	6
2024 Q2	$5.4M	Buy	151,956 +79,548	+110%	+$2.79M	3.66%	6
2024 Q1	$2.53M	Buy	+72,408	New	+$2.38M	1.92%	19

Other funds holding HEFA

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

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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Foresight Capital Management Advisors's HEFA Position: Q3 2025 in Review

Foresight Capital Management Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 40,074 shares — an estimated $1.52M sold.

Foresight Capital Management Advisors first reported a position in HEFA in Q1 2024 and held it in 6 quarters. The position peaked at $5.55M in Q3 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Foresight Capital Management Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Foresight Capital Management Advisors sold 40,074 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $1.52M.
Foresight Capital Management Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 6 quarters.
Foresight Capital Management Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $5.55M in Q3 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Foresight Capital Management Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.