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

Midwest Capital 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
-31
Closed -$1.23K – 205
2025
Q3 		$1.23K Hold
31
– – ﹤0.01% 192
2025
Q2 		$1.18K Sell
31
-147
-83% -$5.37K ﹤0.01% 179
2025
Q1 		$6.46K Hold
178
– – ﹤0.01% 169
2024
Q4 		$6.19K Buy
+178
New +$6.27K ﹤0.01% 178

Other funds holding HEFA

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

Midwest Capital Advisors's HEFA Position: Q4 2025 in Review

Midwest Capital Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 31 shares — an estimated $1.23K sold.

Midwest Capital Advisors first reported a position in HEFA in Q4 2024 and held it in 4 quarters. The position peaked at $6.46K in Q1 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • Midwest Capital Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Midwest Capital Advisors sold 31 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $1.23K.
  • Midwest Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 4 quarters.
  • Midwest Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $6.46K in Q1 2025.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Midwest Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.