SAG
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SageView Advisory Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

SageView Advisory Group’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
Q4 		$7.16K Buy
+173
New +$7.09K ﹤0.01% 1839
2024
Q2 		– Sell
-2,003,402
Closed -$47.4M – 605
2024
Q1 		$47.4M Buy
+2,003,402
New +$66M 2.4% 9

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
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
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
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

SageView Advisory Group's HEFA Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025: 173 shares worth $7.16K. The stake represents ﹤0.01% of the portfolio and ranks #1839 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in HEFA as recently as Q1 2024.

SageView Advisory Group first reported a position in HEFA in Q1 2024 and has held it in 2 quarters since. The position peaked at $47.4M in Q1 2024. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • SageView Advisory Group held 173 shares of iShares Currency Hedged MSCI EAFE ETF worth $7.16K as of Q4 2025.
  • iShares Currency Hedged MSCI EAFE ETF was a new SageView Advisory Group position in Q4 2025.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1839 holding.
  • SageView Advisory Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $47.4M in Q1 2024.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.