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

KWB Wealth’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
-122,473
Closed -$4.44M – 150
2025
Q2 		$4.44M Buy
+122,473
New +$4.48M 0.54% 38
2024
Q4 		– Sell
-80,992
Closed -$2.88M – 149
2024
Q3 		$2.88M Sell
80,992
-17,963
-18% -$624K 0.38% 38
2024
Q2 		$3.45M Sell
98,955
-1,515
-2% -$53.2K 0.47% 30
2024
Q1 		$3.5M Buy
+100,470
New +$3.31M 0.47% 30

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

KWB Wealth's HEFA Position: Q3 2025 in Review

KWB Wealth sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 122,473 shares — an estimated $4.44M sold.

KWB Wealth first reported a position in HEFA in Q1 2024 and held it in 4 quarters. The position peaked at $4.44M in Q2 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • KWB Wealth reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • KWB Wealth sold 122,473 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $4.44M.
  • KWB Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 4 quarters.
  • KWB Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.44M in Q2 2025.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on KWB Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.