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

Lifelong 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
Q2 		– Sell
-24,107
Closed -$875K – 81
2025
Q1 		$875K Buy
+24,107
New +$879K 0.41% 30

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Lifelong Wealth Advisors's HEFA Position: Q2 2025 in Review

Lifelong Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 24,107 shares — an estimated $875K sold.

Lifelong Wealth Advisors first reported a position in HEFA in Q1 2025 and held it in 1 quarter. The position peaked at $875K in Q1 2025. 458 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Lifelong Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Lifelong Wealth Advisors sold 24,107 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $875K.
  • Lifelong Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and held it in 1 quarter.
  • Lifelong Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $875K in Q1 2025.
  • 458 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.