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Guardian Wealth Advisors (North Carolina)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-353
Closed -$13.4K – 430
2025
Q2 		$13.4K Sell
353
-773
-69% -$28.3K ﹤0.01% 467
2025
Q1 		$40.9K Buy
1,126
+529
+89% +$19.3K ﹤0.01% 394
2024
Q4 		$20.7K Buy
+597
New +$21K ﹤0.01% 409

Other funds holding HEFA

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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

Guardian Wealth Advisors (North Carolina)'s HEFA Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 353 shares — an estimated $13.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in HEFA in Q4 2024 and held it in 3 quarters. The position peaked at $40.9K in Q1 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 353 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $13.4K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $40.9K in Q1 2025.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.