Kestra Private Wealth Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kestra Private Wealth Services’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	$1.08M	Sell	25,488 -19,518	-43%	-$841K	0.01%	798
2025 Q4	$1.86M	Sell	45,006 -4,863	-10%	-$199K	0.02%	564
2025 Q3	$1.98M	Sell	49,869 -7,427	-13%	-$286K	0.03%	527
2025 Q2	$2.17M	Buy	57,296 +23,765	+71%	+$869K	0.03%	474
2025 Q1	$1.22M	Buy	33,531 +17,580	+110%	+$641K	0.02%	612
2024 Q4	$554K	Sell	15,951 -5,556	-26%	-$196K	0.01%	880
2024 Q3	$762K	Sell	21,507 -10,520	-33%	-$366K	0.01%	707
2024 Q2	$1.14M	Buy	32,027 +215	+0.7%	+$7.54K	0.02%	533
2024 Q1	$1.11M	Sell	31,812 -904	-3%	-$29.8K	0.03%	527
2023 Q4	$1.03M	Buy	+32,716	New	+$997K	0.03%	523

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