IAA
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Independent Advisor Alliance’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Independent Advisor Alliance’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 		$10.1M Buy
+237,809
New +$10.2M 0.11% 168
2025
Q1 		– Sell
-79,136
Closed -$2.75M – 1045
2024
Q4 		$2.75M Buy
+79,136
New +$2.79M 0.04% 430
2023
Q1 		– Sell
-7,800
Closed -$211K – 680
2022
Q4 		$211K Sell
7,800
-372
-5% -$11.4K 0.07% 143
2022
Q3 		$244K Hold
8,172
– – 0.01% 537
2022
Q2 		$260K Sell
8,172
-1,130
-12% -$37.4K 0.01% 517
2022
Q1 		$316K Hold
9,302
– – 0.02% 498
2021
Q4 		$329K Hold
9,302
– – 0.02% 498
2021
Q3 		$320K Buy
+9,302
New +$323K 0.02% 476

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Ameriprise
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DWM
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