HFA
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High Falls Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

High Falls Advisors’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
-92,315
Closed -$3.35M – 146
2025
Q1 		$3.35M Buy
+92,315
New +$3.37M 0.79% 23
2024
Q3 		– Sell
-110,044
Closed -$3.91M – 124
2024
Q2 		$3.91M Buy
110,044
+30
+0% +$1.05K 0.95% 18
2024
Q1 		$3.84M Buy
+110,014
New +$3.62M 0.97% 19

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

High Falls Advisors's HEFA Position: Q2 2025 in Review

High Falls Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 92,315 shares — an estimated $3.35M sold.

High Falls Advisors first reported a position in HEFA in Q1 2024 and held it in 3 quarters. The position peaked at $3.91M in Q2 2024. 458 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • High Falls Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • High Falls Advisors sold 92,315 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $3.35M.
  • High Falls Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
  • High Falls Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.91M in Q2 2024.
  • 458 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on High Falls Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.