Hoxton Planning & Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Hoxton Planning & Management’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	-21,389	Closed	-$776K	–	214
2025 Q1	$776K	Buy	+21,389	New	+$780K	0.3%	71
2024 Q3	–	Sell	-23,861	Closed	-$848K	–	202
2024 Q2	$848K	Sell	23,861 -14,997	-39%	-$526K	0.39%	44
2024 Q1	$1.36M	Buy	+38,858	New	+$1.28M	0.65%	29
2023 Q2	–	Sell	-33,766	Closed	-$995K	–	154
2023 Q1	$995K	Sell	33,766 -25,167	-43%	-$727K	0.55%	33
2022 Q4	$1.59M	Buy	+58,933	New	+$1.8M	0.85%	24

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

Hoxton Planning & Management's HEFA Position: Q2 2025 in Review

Hoxton Planning & Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 21,389 shares — an estimated $776K sold.

Hoxton Planning & Management first reported a position in HEFA in Q4 2022 and held it in 5 quarters. The position peaked at $1.59M in Q4 2022. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Hoxton Planning & Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Hoxton Planning & Management sold 21,389 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $776K.
Hoxton Planning & Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and held it in 5 quarters.
Hoxton Planning & Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.59M in Q4 2022.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Hoxton Planning & Management's 13F filing for Q2 2025, filed 6 Aug 2025.