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Hutchens & Kramer Investment Management Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Hutchens & Kramer Investment Management Group’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
-6,836
Closed -$248K – 169
2025
Q1 		$248K Buy
+6,836
New +$249K 0.14% 127
2024
Q3 		– Sell
-6,631
Closed -$236K – 163
2024
Q2 		$236K Sell
6,631
-2,061
-24% -$72.3K 0.13% 129
2024
Q1 		$303K Buy
+8,692
New +$286K 0.18% 97

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

Hutchens & Kramer Investment Management Group's HEFA Position: Q2 2025 in Review

Hutchens & Kramer Investment Management Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 6,836 shares — an estimated $248K sold.

Hutchens & Kramer Investment Management Group first reported a position in HEFA in Q1 2024 and held it in 3 quarters. The position peaked at $303K in Q1 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Hutchens & Kramer Investment Management Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 6,836 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $248K.
  • Hutchens & Kramer Investment Management Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
  • Hutchens & Kramer Investment Management Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $303K in Q1 2024.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2025, filed 5 Aug 2025.