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

Lowe 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 Q3	$436	Buy	+11	New	+$424	﹤0.01%	377

Other funds holding HEFA

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lowe Wealth Advisors's HEFA Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025: 11 shares worth $436. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings.

424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Lowe Wealth Advisors held 11 shares of iShares Currency Hedged MSCI EAFE ETF worth $436 as of Q3 2025.
iShares Currency Hedged MSCI EAFE ETF was a new Lowe Wealth Advisors position in Q3 2025.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #377 holding.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.