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

Oarsman Capital’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 Q1	–	Sell	-3,296	Closed	-$115K	–	495
2024 Q4	$115K	Hold	3,296	–	–	0.02%	309
2024 Q3	$117K	Buy	+3,296	New	+$115K	0.02%	314

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Oarsman Capital's HEFA Position: Q1 2025 in Review

Oarsman Capital sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2025, closing a stake of 3,296 shares — an estimated $115K sold.

Oarsman Capital first reported a position in HEFA in Q3 2024 and held it in 2 quarters. The position peaked at $117K in Q3 2024. 522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

Oarsman Capital reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 3,296 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2025, an estimated $115K.
Oarsman Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2024 and held it in 2 quarters.
Oarsman Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $117K in Q3 2024.
522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.