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

Regimen Wealth’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
2024 Q4	–	Sell	-19,023	Closed	-$674K	–	66
2024 Q3	$674K	Buy	19,023 +333	+2%	+$11.6K	0.22%	38
2024 Q2	$665K	Buy	+18,690	New	+$656K	0.23%	35
2023 Q1	–	Sell	-2,641	Closed	-$71K	–	64
2022 Q4	$71K	Buy	+2,641	New	+$80.9K	0.05%	58

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Regimen Wealth's HEFA Position: Q4 2024 in Review

Regimen Wealth sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2024, closing a stake of 19,023 shares — an estimated $674K sold.

Regimen Wealth first reported a position in HEFA in Q4 2022 and held it in 3 quarters. The position peaked at $674K in Q3 2024. 429 funds tracked by Wall St. Rank hold HEFA as of Q4 2024.

Regimen Wealth reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Regimen Wealth sold 19,023 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2024, an estimated $674K.
Regimen Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2022 and held it in 3 quarters.
Regimen Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $674K in Q3 2024.
429 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2024.

Based on Regimen Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.