Harbor Investment Advisory’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Harbor Investment Advisory’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	-127	Closed	-$4.61K	–	1195
2025 Q1	$4.61K	Buy	127 +118	+1,311%	+$4.3K	﹤0.01%	987
2024 Q4	$313	Hold	9	–	–	﹤0.01%	1122
2024 Q3	$319	Sell	9 -157	-95%	-$5.46K	﹤0.01%	1121
2024 Q2	$5.9K	Hold	166	–	–	﹤0.01%	947
2024 Q1	$5.79K	Buy	+166	New	+$5.47K	﹤0.01%	949
2022 Q4	–	Sell	-789	Closed	-$24K	–	1359
2022 Q3	$24K	Buy	+789	New	+$25.1K	﹤0.01%	862

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Harbor Investment Advisory's HEFA Position: Q2 2025 in Review

Harbor Investment Advisory sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 127 shares — an estimated $4.61K sold.

Harbor Investment Advisory first reported a position in HEFA in Q3 2022 and held it in 6 quarters. The position peaked at $24K in Q3 2022. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Harbor Investment Advisory reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Harbor Investment Advisory sold 127 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $4.61K.
Harbor Investment Advisory first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and held it in 6 quarters.
Harbor Investment Advisory's iShares Currency Hedged MSCI EAFE ETF position peaked at $24K in Q3 2022.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Harbor Investment Advisory's 13F filing for Q2 2025, filed 1 Jul 2025.