Northwest Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Northwest Capital 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
2025 Q4	–	Sell	-925	Closed	-$36.6K	–	145
2025 Q3	$36.6K	Sell	925 -960	-51%	-$37K	0.04%	134
2025 Q2	$71.6K	Hold	1,885	–	–	0.04%	155
2025 Q1	$68.4K	Sell	1,885 -544	-22%	-$19.8K	0.03%	178
2024 Q4	$84.4K	Sell	2,429 -1,061	-30%	-$37.4K	0.04%	168
2024 Q3	$124K	Sell	3,490 -26,719	-88%	-$929K	0.04%	139
2024 Q2	$1.07M	Buy	+30,209	New	+$1.06M	0.39%	46

Other funds holding HEFA

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 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

Northwest Capital Management's HEFA Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 925 shares — an estimated $36.6K sold.

Northwest Capital Management first reported a position in HEFA in Q2 2024 and held it in 6 quarters. The position peaked at $1.07M in Q2 2024. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

Northwest Capital Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 925 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $36.6K.
Northwest Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 6 quarters.
Northwest Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.07M in Q2 2024.
428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.