PWA
HEFA icon

Physician Wealth Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Physician Wealth Advisors’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
2026
Q1 		$5.61K Sell
132
-81
-38% -$3.49K ﹤0.01% 970
2025
Q4 		$8.81K Hold
213
– – ﹤0.01% 814
2025
Q3 		$8.44K Sell
213
-142
-40% -$5.47K ﹤0.01% 791
2025
Q2 		$13.5K Sell
355
-84,797
-100% -$3.1M ﹤0.01% 595
2025
Q1 		$3.09M Buy
85,152
+84,779
+22,729% +$3.09M 0.53% 38
2024
Q4 		$12.9K Buy
+373
New +$13.1K ﹤0.01% 590
2024
Q3 		– Sell
-78,765
Closed -$2.82M – 186
2024
Q2 		$2.82M Sell
78,765
-43,283
-35% -$1.52M 0.52% 37
2024
Q1 		$4.14M Buy
+122,048
New +$4.02M 0.87% 28

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return