GM
HEFA icon

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

GeoWealth 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
Q2 		– Sell
-4,386
Closed -$159K – 1251
2025
Q1 		$159K Buy
4,386
+3,976
+970% +$145K 0.01% 707
2024
Q4 		$14.2K Buy
410
+17
+4% +$599 ﹤0.01% 1444
2024
Q3 		$13.9K Sell
393
-2,435
-86% -$84.6K ﹤0.01% 1335
2024
Q2 		$101K Sell
2,828
-844
-23% -$29.6K ﹤0.01% 774
2024
Q1 		$128K Buy
+3,672
New +$121K 0.01% 754
2023
Q3 		– Sell
-9,182
Closed -$285K – 504
2023
Q2 		$285K Sell
9,182
-612
-6% -$18.5K 0.03% 214
2023
Q1 		$289K Buy
9,794
+612
+7% +$17.7K 0.03% 179
2022
Q4 		$248K Sell
9,182
-70,733
-89% -$2.17M 0.03% 218
2022
Q3 		$2.39M Sell
79,915
-14,974
-16% -$477K 0.26% 77
2022
Q2 		$3.02M Buy
+94,889
New +$3.14M 0.4% 58

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

GeoWealth Management's HEFA Position: Q2 2025 in Review

GeoWealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 4,386 shares — an estimated $159K sold.

GeoWealth Management first reported a position in HEFA in Q2 2022 and held it in 10 quarters. The position peaked at $3.02M in Q2 2022. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • GeoWealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 4,386 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $159K.
  • GeoWealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2022 and held it in 10 quarters.
  • GeoWealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.02M in Q2 2022.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.