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

Lifeworks 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
-5,670
Closed -$206K – 321
2025
Q1 		$206K Buy
+5,670
New +$207K 0.03% 298

Other funds holding HEFA

Goldman Sachs
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Lifeworks Advisors's HEFA Position: Q2 2025 in Review

Lifeworks Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 5,670 shares — an estimated $206K sold.

Lifeworks Advisors first reported a position in HEFA in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Lifeworks Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 5,670 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $206K.
  • Lifeworks Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and held it in 1 quarter.
  • Lifeworks Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $206K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Lifeworks Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.