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

Lion Street 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	-6,155	Closed	-$223K	–	281
2025 Q1	$223K	Sell	6,155 -3,707	-38%	-$135K	0.07%	243
2024 Q4	$343K	Buy	9,862 +972	+11%	+$34.2K	0.11%	185
2024 Q3	$315K	Sell	8,890 -1,247	-12%	-$43.3K	0.11%	194
2024 Q2	$360K	Buy	10,137 +1,232	+14%	+$43.2K	0.13%	167
2024 Q1	$281K	Hold	8,905	–	–	0.11%	188
2023 Q4	$281K	Hold	8,905	–	–	0.11%	188
2023 Q3	$268K	Buy	+8,905	New	+$269K	0.09%	201
2023 Q2	–	Sell	-9,117	Closed	-$269K	–	262
2023 Q1	$269K	Buy	+9,117	New	+$263K	0.08%	195

Other funds holding HEFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Lion Street Advisors's HEFA Position: Q2 2025 in Review

Lion Street Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 6,155 shares — an estimated $223K sold.

Lion Street Advisors first reported a position in HEFA in Q1 2023 and held it in 8 quarters. The position peaked at $360K in Q2 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Lion Street Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Lion Street Advisors sold 6,155 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $223K.
Lion Street Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2023 and held it in 8 quarters.
Lion Street Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $360K in Q2 2024.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Lion Street Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.