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Optivise Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Optivise Advisory Services’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
Q3 		– Sell
-6,708
Closed -$255K – 215
2025
Q2 		$255K Sell
6,708
-158
-2% -$5.78K 0.13% 159
2025
Q1 		$249K Sell
6,866
-534
-7% -$19.5K 0.14% 151
2024
Q4 		$257K Buy
7,400
+114
+2% +$4.01K 0.14% 143
2024
Q3 		$258K Sell
7,286
-965
-12% -$33.5K 0.14% 137
2024
Q2 		$293K Buy
+8,251
New +$290K 0.16% 131

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Optivise Advisory Services's HEFA Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 6,708 shares — an estimated $255K sold.

Optivise Advisory Services first reported a position in HEFA in Q2 2024 and held it in 5 quarters. The position peaked at $293K in Q2 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Optivise Advisory Services reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 6,708 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $255K.
  • Optivise Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 5 quarters.
  • Optivise Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $293K in Q2 2024.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.