KWM
HEFA icon

Kingsview Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kingsview Wealth Management’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 		$3.24M Sell
76,273
-2,489
-3% -$107K 0.04% 398
2025
Q4 		$3.26M Buy
78,762
+3,816
+5% +$156K 0.05% 371
2025
Q3 		$2.97M Sell
74,946
-124,523
-62% -$4.8M 0.05% 382
2025
Q2 		$7.57M Buy
199,469
+175,076
+718% +$6.4M 0.13% 171
2025
Q1 		$885K Buy
24,393
+57
+0.2% +$2.08K 0.02% 582
2024
Q4 		$846K Buy
24,336
+454
+2% +$16K 0.02% 591
2024
Q3 		$846K Buy
+23,882
New +$830K 0.02% 575

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CCM
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Ameriprise
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DWM
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