Keystone Financial Services (Colorado)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Keystone Financial Services (Colorado)’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	-77,082	Closed	-$2.8M	–	119
2025 Q1	$2.8M	Buy	+77,082	New	+$2.81M	1.07%	19
2024 Q3	–	Sell	-77,086	Closed	-$2.74M	–	99
2024 Q2	$2.74M	Sell	77,086 -19,881	-21%	-$698K	1.14%	15
2024 Q1	$3.38M	Buy	+96,967	New	+$3.19M	1.48%	13

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

Keystone Financial Services (Colorado)'s HEFA Position: Q2 2025 in Review

Keystone Financial Services (Colorado) sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 77,082 shares — an estimated $2.8M sold.

Keystone Financial Services (Colorado) first reported a position in HEFA in Q1 2024 and held it in 3 quarters. The position peaked at $3.38M in Q1 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Keystone Financial Services (Colorado) reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 77,082 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $2.8M.
Keystone Financial Services (Colorado) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
Keystone Financial Services (Colorado)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $3.38M in Q1 2024.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2025, filed 7 Aug 2025.