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Howe & Rusling’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Howe & Rusling’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
-7
Closed -$266 – 474
2025
Q2 		$266 Buy
+7
New +$256 ﹤0.01% 465
2024
Q4 		– Sell
-10
Closed -$355 – 428
2024
Q3 		$355 Buy
+10
New +$348 ﹤0.01% 406

Other funds holding HEFA

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

Howe & Rusling's HEFA Position: Q3 2025 in Review

Howe & Rusling sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 7 shares — an estimated $266 sold.

Howe & Rusling first reported a position in HEFA in Q3 2024 and held it in 2 quarters. The position peaked at $355 in Q3 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Howe & Rusling reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Howe & Rusling sold 7 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $266.
  • Howe & Rusling first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and held it in 2 quarters.
  • Howe & Rusling's iShares Currency Hedged MSCI EAFE ETF position peaked at $355 in Q3 2024.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.