Gries Financial’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Gries Financial’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	$349K	Sell	8,807 -2,354	-21%	-$90.7K	0.06%	216
2025 Q2	$424K	Sell	11,161 -5,328	-32%	-$195K	0.08%	184
2025 Q1	$598K	Sell	16,489 -79,461	-83%	-$2.9M	0.12%	146
2024 Q4	$3.33M	Buy	95,950 +6,865	+8%	+$242K	0.59%	31
2024 Q3	$3.16M	Buy	89,085 +27,294	+44%	+$949K	0.59%	30
2024 Q2	$2.2M	Buy	61,791 +8,631	+16%	+$303K	0.45%	54
2024 Q1	$1.85M	Buy	+53,160	New	+$1.75M	0.31%	89

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

Gries Financial's HEFA Position: Q3 2025 in Review

Gries Financial reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 21% in Q3 2025, selling an estimated $90.7K and leaving 8,807 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #216.

Gries Financial first reported a position in HEFA in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.33M in Q4 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Gries Financial held 8,807 shares of iShares Currency Hedged MSCI EAFE ETF worth $349K as of Q3 2025.
Gries Financial sold 2,354 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $90.7K.
iShares Currency Hedged MSCI EAFE ETF made up 0.06% of Gries Financial's portfolio in Q3 2025, its #216 holding.
Gries Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 7 quarters since.
Gries Financial's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.33M in Q4 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.