Ken Fisher
HEFA icon

Ken Fisher’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Ken Fisher’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
-7,933
Closed -$288K – 1024
2025
Q1 		$288K Buy
+7,933
New +$289K ﹤0.01% 903

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 $424B AUM 22.94% 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 $4.24B AUM 17.78% 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

Ken Fisher's HEFA Position: Q2 2025 in Review

Ken Fisher sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 7,933 shares — an estimated $288K sold.

Ken Fisher first reported a position in HEFA in Q1 2025 and held it in 1 quarter. The position peaked at $288K in Q1 2025. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Ken Fisher reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Ken Fisher sold 7,933 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $288K.
  • Ken Fisher first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and held it in 1 quarter.
  • Ken Fisher's iShares Currency Hedged MSCI EAFE ETF position peaked at $288K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.