Kathleen S. Wright Associates’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kathleen S. Wright Associates’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 Q3	$1.06M	Buy	26,879 +29	+0.1%	+$1.12K	0.39%	50
2025 Q2	$1.02M	Hold	26,850	–	–	0.4%	49
2025 Q1	$974K	Hold	26,850	–	–	0.4%	48
2024 Q4	$933K	Sell	26,850 -627	-2%	-$22.1K	0.39%	51
2024 Q3	$973K	Buy	27,477 +378	+1%	+$13.1K	0.4%	49
2024 Q2	$964K	Hold	27,099	–	–	0.44%	46
2024 Q1	$945K	Buy	27,099 +135	+0.5%	+$4.45K	0.45%	48
2023 Q4	$850K	Hold	26,964	–	–	0.43%	50
2023 Q3	$812K	Buy	26,964 +6,220	+30%	+$188K	0.45%	52
2023 Q2	$643K	Sell	20,744 -247	-1%	-$7.48K	0.41%	53
2023 Q1	$619K	Buy	20,991 +8	+0%	+$231	0.41%	56
2022 Q4	$567K	Buy	20,983 +5,584	+36%	+$171K	0.38%	56
2022 Q3	$460K	Buy	15,399 +38	+0.2%	+$1.21K	0.37%	59
2022 Q2	$489K	Hold	15,361	–	–	0.41%	55
2022 Q1	$521K	Hold	15,361	–	–	0.38%	54
2021 Q4	$543K	Buy	+15,361	New	+$542K	0.4%	55

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

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

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Kathleen S. Wright Associates's HEFA Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.11% in Q3 2025, buying an estimated $1.12K and bringing the position to 26,879 shares worth $1.06M. The position accounts for 0.39% of the portfolio, ranked #50.

Kathleen S. Wright Associates first reported a position in HEFA in Q4 2021 and has held it in 16 quarters since. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Kathleen S. Wright Associates held 26,879 shares of iShares Currency Hedged MSCI EAFE ETF worth $1.06M as of Q3 2025.
Kathleen S. Wright Associates bought 29 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $1.12K.
iShares Currency Hedged MSCI EAFE ETF made up 0.39% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #50 holding.
Kathleen S. Wright Associates first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2021 and has held it in 16 quarters since.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.