Gen-Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Gen-Wealth Partners’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	-9,926	Closed	-$377K	–	701
2025 Q2	$377K	Sell	9,926 -23,301	-70%	-$852K	0.15%	156
2025 Q1	$1.21M	Buy	33,227 +24,201	+268%	+$882K	0.5%	53
2024 Q4	$314K	Buy	9,026 +237	+3%	+$8.35K	0.13%	159
2024 Q3	$308K	Sell	8,789 -22,803	-72%	-$793K	0.13%	163
2024 Q2	$1.12M	Sell	31,592 -4,469	-12%	-$157K	0.54%	43
2024 Q1	$1.26M	Buy	+36,061	New	+$1.19M	0.62%	36

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

Gen-Wealth Partners's HEFA Position: Q3 2025 in Review

Gen-Wealth Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 9,926 shares — an estimated $377K sold.

Gen-Wealth Partners first reported a position in HEFA in Q1 2024 and held it in 6 quarters. The position peaked at $1.26M in Q1 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Gen-Wealth Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Gen-Wealth Partners sold 9,926 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $377K.
Gen-Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 6 quarters.
Gen-Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.26M in Q1 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Gen-Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.