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

Gitterman Wealth 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
Q3 		$17.5M Buy
442,646
+1,474
+0.3% +$56.8K 4.02% 8
2025
Q2 		$16.7M Buy
441,172
+8,659
+2% +$317K 3.9% 8
2025
Q1 		$15.7M Buy
+432,513
New +$15.8M 4.17% 8

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Gitterman Wealth Management's HEFA Position: Q3 2025 in Review

Gitterman Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.33% in Q3 2025, buying an estimated $56.8K and bringing the position to 442,646 shares worth $17.5M. The position accounts for 4.02% of the portfolio, ranked #8.

Gitterman Wealth Management first reported a position in HEFA in Q1 2025 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Gitterman Wealth Management held 442,646 shares of iShares Currency Hedged MSCI EAFE ETF worth $17.5M as of Q3 2025.
  • Gitterman Wealth Management bought 1,474 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $56.8K.
  • iShares Currency Hedged MSCI EAFE ETF made up 4.02% of Gitterman Wealth Management's portfolio in Q3 2025, its #8 holding.
  • Gitterman Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and has held it in 3 quarters since.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.