Robertson Stephens Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Robertson Stephens Wealth Management’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	-16,280	Closed	-$591K	–	569
2025 Q1	$591K	Buy	16,280 +4,876	+43%	+$178K	0.02%	345
2024 Q4	$396K	Buy	11,404 +5,679	+99%	+$200K	0.01%	407
2024 Q3	$203K	Sell	5,725 -14,057	-71%	-$489K	0.01%	603
2024 Q2	$703K	Buy	19,782 +4,847	+32%	+$170K	0.04%	276
2024 Q1	$521K	Buy	+14,935	New	+$492K	0.03%	337
2019 Q3	–	Sell	-14,081	Closed	-$420K	–	123
2019 Q2	$420K	Hold	14,081	–	–	0.41%	46
2019 Q1	$407K	Sell	14,081 -882	-6%	-$24.5K	0.35%	46
2018 Q4	$386K	Buy	+14,963	New	+$416K	0.39%	40

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

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 $377B AUM 19.32% 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 $3.8B AUM 13.34% 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

Robertson Stephens Wealth Management's HEFA Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 16,280 shares — an estimated $591K sold.

Robertson Stephens Wealth Management first reported a position in HEFA in Q4 2018 and held it in 8 quarters. The position peaked at $703K in Q2 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Robertson Stephens Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 16,280 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $591K.
Robertson Stephens Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and held it in 8 quarters.
Robertson Stephens Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $703K in Q2 2024.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.