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HM Payson & Co’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

HM Payson & Co’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
-1,063
Closed -$38.6K – 1019
2025
Q1 		$38.6K Buy
+1,063
New +$38.7K ﹤0.01% 686

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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

HM Payson & Co's HEFA Position: Q2 2025 in Review

HM Payson & Co sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 1,063 shares — an estimated $38.6K sold.

HM Payson & Co first reported a position in HEFA in Q1 2025 and held it in 1 quarter. The position peaked at $38.6K in Q1 2025. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • HM Payson & Co reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • HM Payson & Co sold 1,063 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $38.6K.
  • HM Payson & Co first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and held it in 1 quarter.
  • HM Payson & Co's iShares Currency Hedged MSCI EAFE ETF position peaked at $38.6K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on HM Payson & Co's 13F filing for Q2 2025, filed 17 Oct 2025.