Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-5,200
Closed -$206K – 822
2025
Q3 		$206K Buy
+5,200
New +$200K ﹤0.01% 1331

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Morgan Stanley
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LPL Financial
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DWM
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Northwestern Mutual Wealth Management
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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

Kovitz Investment Group Partners's HEFA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 5,200 shares — an estimated $206K sold.

Kovitz Investment Group Partners first reported a position in HEFA in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,200 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $206K.
  • Kovitz Investment Group Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $206K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.