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Laird Norton Wetherby Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$310K Buy
7,828
+50
+0.6% +$1.93K 0.01% 743
2025
Q2 		$295K Buy
+7,778
New +$284K 0.01% 732

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

Laird Norton Wetherby Wealth Management's HEFA Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 0.64% in Q3 2025, buying an estimated $1.93K and bringing the position to 7,828 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #743.

Laird Norton Wetherby Wealth Management first reported a position in HEFA in Q2 2025 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 7,828 shares of iShares Currency Hedged MSCI EAFE ETF worth $310K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 50 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $1.93K.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #743 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 2 quarters since.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.