Patriot Financial Group Insurance Agency’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-8,113	Closed	-$294K	–	548
2025 Q1	$294K	Buy	+8,113	New	+$296K	0.04%	383
2024 Q3	–	Sell	-9,692	Closed	-$345K	–	513
2024 Q2	$345K	Sell	9,692 -1,501	-13%	-$52.7K	0.05%	338
2024 Q1	$390K	Buy	+11,193	New	+$369K	0.06%	309
2022 Q3	–	Sell	-124	Closed	-$4K	–	1044
2022 Q2	$4K	Buy	+124	New	+$4.11K	﹤0.01%	1550
2018 Q2	–	Sell	-7,020	Closed	-$198K	–	713
2018 Q1	$198K	Buy	7,020 +1,311	+23%	+$38.5K	0.15%	136
2017 Q4	$176K	Buy	5,709 +3,294	+136%	+$97.7K	0.13%	140
2017 Q3	$70K	Buy	2,415 +1,111	+85%	+$31.4K	0.06%	213
2017 Q2	$37K	Buy	1,304 +966	+286%	+$27.3K	0.04%	295
2017 Q1	$9K	Sell	338 -368	-52%	-$9.89K	0.01%	503
2016 Q4	$19K	Buy	+706	New	+$17.9K	0.03%	348

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 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 $4.24B AUM 17.81% 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

Patriot Financial Group Insurance Agency's HEFA Position: Q2 2025 in Review

Patriot Financial Group Insurance Agency sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 8,113 shares — an estimated $294K sold.

Patriot Financial Group Insurance Agency first reported a position in HEFA in Q4 2016 and held it in 10 quarters. The position peaked at $390K in Q1 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Patriot Financial Group Insurance Agency reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 8,113 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $294K.
Patriot Financial Group Insurance Agency first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2016 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's iShares Currency Hedged MSCI EAFE ETF position peaked at $390K in Q1 2024.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2025, filed 21 Jul 2025.