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Kingswood Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kingswood Wealth Advisors’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 		– Sell
-5,450
Closed -$207K – 816
2025
Q2 		$207K Sell
5,450
-1,155
-17% -$42.2K 0.02% 698
2025
Q1 		$240K Buy
6,605
+285
+5% +$10.4K 0.02% 621
2024
Q4 		$220K Buy
+6,320
New +$223K 0.02% 711

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kingswood Wealth Advisors's HEFA Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 5,450 shares — an estimated $207K sold.

Kingswood Wealth Advisors first reported a position in HEFA in Q4 2024 and held it in 3 quarters. The position peaked at $240K in Q1 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,450 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $207K.
  • Kingswood Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 3 quarters.
  • Kingswood Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $240K in Q1 2025.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.