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Oliver Lagore Vanvalin Investment Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$72K Buy
+1,985
New +$72.6K 0.03% 210
2024
Q4 		$2.88K Hold
83
– – ﹤0.01% 557
2024
Q3 		$2.94K Sell
83
-2,497
-97% -$86.8K ﹤0.01% 550
2024
Q2 		$91.7K Sell
2,580
-2,103
-45% -$73.8K 0.03% 175
2024
Q1 		$163K Buy
+4,683
New +$154K 0.05% 141

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's HEFA Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025: 1,985 shares worth $72K. The stake represents 0.03% of the portfolio and ranks #210 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in HEFA as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in HEFA in Q1 2024 and has held it in 5 quarters since. The position peaked at $163K in Q1 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,985 shares of iShares Currency Hedged MSCI EAFE ETF worth $72K as of Q2 2025.
  • iShares Currency Hedged MSCI EAFE ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #210 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 5 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $163K in Q1 2024.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.