LGT Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

LGT Financial 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 Q4	–	Sell	-551	Closed	-$21.8K	–	293
2025 Q3	$21.8K	Sell	551 -265	-32%	-$10.2K	0.05%	179
2025 Q2	$31K	Sell	816 -3,078	-79%	-$113K	0.08%	131
2025 Q1	$141K	Buy	3,894 +3,273	+527%	+$119K	0.43%	50
2024 Q4	$21.6K	Buy	621 +350	+129%	+$12.3K	0.05%	295
2024 Q3	$9.61K	Sell	271 -2,955	-92%	-$103K	0.02%	426
2024 Q2	$115K	Buy	3,226 +42	+1%	+$1.47K	0.24%	70
2024 Q1	$111K	Buy	+3,184	New	+$105K	0.13%	165

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

LGT Financial Advisors's HEFA Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 551 shares — an estimated $21.8K sold.

LGT Financial Advisors first reported a position in HEFA in Q1 2024 and held it in 7 quarters. The position peaked at $141K in Q1 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

LGT Financial Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 551 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $21.8K.
LGT Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 7 quarters.
LGT Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $141K in Q1 2025.
428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.