Icon Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Icon Wealth 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
2026 Q1	$622K	Sell	14,296 -1,262	-8%	-$54.4K	0.04%	233
2025 Q4	$644K	Sell	15,558 -716	-4%	-$29.3K	0.04%	228
2025 Q3	$645K	Sell	16,274 -48,716	-75%	-$1.88M	0.04%	232
2025 Q2	$2.47M	Sell	64,990 -110,556	-63%	-$4.04M	0.18%	91
2025 Q1	$6.37M	Buy	175,546 +139,686	+390%	+$5.09M	0.52%	44
2024 Q4	$1.25M	Buy	35,860 +491	+1%	+$17.3K	0.1%	135
2024 Q3	$1.25M	Sell	35,369 -132,108	-79%	-$4.59M	0.1%	136
2024 Q2	$5.88M	Sell	167,477 -40,935	-20%	-$1.44M	0.52%	37
2024 Q1	$7.27M	Buy	+208,412	New	+$6.86M	0.68%	27

Other funds holding HEFA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return