Investors Research Corp’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Investors Research Corp’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	-170	Closed	-$6.17K	–	952
2025 Q1	$6.17K	Hold	170	–	–	﹤0.01%	735
2024 Q4	$5.91K	Hold	170	–	–	﹤0.01%	735
2024 Q3	$6.02K	Hold	170	–	–	﹤0.01%	752
2024 Q2	$6.04K	Hold	170	–	–	﹤0.01%	790
2024 Q1	$5.93K	Hold	170	–	–	﹤0.01%	784
2023 Q4	$5.36K	Hold	170	–	–	﹤0.01%	815
2023 Q3	$5.12K	Hold	170	–	–	﹤0.01%	825
2023 Q2	$5.27K	Hold	170	–	–	﹤0.01%	850
2023 Q1	$5.01K	Hold	170	–	–	﹤0.01%	875
2022 Q4	$4.59K	Hold	170	–	–	﹤0.01%	885
2022 Q3	$5K	Hold	170	–	–	﹤0.01%	855
2022 Q2	$5K	Hold	170	–	–	﹤0.01%	835
2022 Q1	$6K	Hold	170	–	–	﹤0.01%	817
2021 Q4	$6K	Hold	170	–	–	﹤0.01%	830
2021 Q3	$6K	Hold	170	–	–	﹤0.01%	848
2021 Q2	$6K	Hold	170	–	–	﹤0.01%	833
2021 Q1	$6K	Hold	170	–	–	﹤0.01%	830
2020 Q4	$5K	Hold	170	–	–	﹤0.01%	928
2020 Q3	$5K	Hold	170	–	–	﹤0.01%	920
2020 Q2	$5K	Buy	+170	New	+$4.45K	﹤0.01%	909

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

Investors Research Corp's HEFA Position: Q2 2025 in Review

Investors Research Corp sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 170 shares — an estimated $6.17K sold.

Investors Research Corp first reported a position in HEFA in Q2 2020 and held it in 20 quarters. The position peaked at $6.17K in Q1 2025. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Investors Research Corp reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Investors Research Corp sold 170 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $6.17K.
Investors Research Corp first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2020 and held it in 20 quarters.
Investors Research Corp's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.17K in Q1 2025.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.