Orion Portfolio Solutions’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Orion Portfolio Solutions’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	$3.08M	Buy	84,796 +70,303	+485%	+$2.56M	0.03%	518
2024 Q4	$504K	Sell	14,493 -74	-0.5%	-$2.61K	0.01%	1347
2024 Q3	$516K	Sell	14,567 -83,015	-85%	-$2.89M	0.01%	1326
2024 Q2	$3.47M	Sell	97,582 -28,253	-22%	-$991K	0.04%	418
2024 Q1	$4.39M	Buy	+125,835	New	+$4.14M	0.05%	355
2020 Q2	–	Sell	-622	Closed	-$15K	–	2299
2020 Q1	$15K	Buy	622 +393	+172%	+$11.2K	﹤0.01%	934
2019 Q4	$7K	Buy	+229	New	+$6.99K	﹤0.01%	1132

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

Orion Portfolio Solutions's HEFA Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 485% in Q1 2025, buying an estimated $2.56M and bringing the position to 84,796 shares worth $3.08M. The position accounts for 0.03% of the portfolio, ranked #518.

Orion Portfolio Solutions first reported a position in HEFA in Q4 2019 and has held it in 7 quarters since. The position peaked at $4.39M in Q1 2024. 522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

Orion Portfolio Solutions held 84,796 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.08M as of Q1 2025.
Orion Portfolio Solutions bought 70,303 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2025, an estimated $2.56M.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #518 holding.
Orion Portfolio Solutions first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2019 and has held it in 7 quarters since.
Orion Portfolio Solutions's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.39M in Q1 2024.
522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.