MWM
HEFA icon

Modern Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Modern Wealth Management’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
2026
Q1 		$13.8M Sell
320,077
-3,486
-1% -$150K 0.24% 109
2025
Q4 		$13.4M Buy
323,563
+2,081
+0.6% +$85.3K 0.24% 104
2025
Q3 		$12.7M Buy
321,482
+6,722
+2% +$259K 0.25% 104
2025
Q2 		$11.9M Sell
314,760
-6,345
-2% -$232K 0.29% 86
2025
Q1 		$11.7M Sell
321,105
-37,097
-10% -$1.35M 0.37% 62
2024
Q4 		$12.4M Buy
+358,202
New +$12.6M 0.46% 52
2024
Q3 		– Sell
-7,542
Closed -$268K – 449
2024
Q2 		$268K Buy
+7,542
New +$265K 0.02% 329

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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