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FPC Investment Advisory’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

FPC Investment Advisory’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
-23
Closed -$838 – 113
2024
Q4 		$838 Hold
23
– – ﹤0.01% 277
2024
Q3 		$815 Hold
23
– – ﹤0.01% 92
2024
Q2 		$813 Buy
+23
New +$807 ﹤0.01% 92

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

FPC Investment Advisory's HEFA Position: Q1 2025 in Review

FPC Investment Advisory sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2025, closing a stake of 23 shares — an estimated $838 sold.

FPC Investment Advisory first reported a position in HEFA in Q2 2024 and held it in 3 quarters. The position peaked at $838 in Q4 2024. 522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

  • FPC Investment Advisory reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • FPC Investment Advisory sold 23 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2025, an estimated $838.
  • FPC Investment Advisory first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 3 quarters.
  • FPC Investment Advisory's iShares Currency Hedged MSCI EAFE ETF position peaked at $838 in Q4 2024.
  • 522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.