Schechter Investment Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Schechter Investment 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
2025 Q1	$214K	Buy	+5,889	New	+$215K	0.02%	545

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Schechter Investment Advisors's HEFA Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2025: 5,889 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #545 among its holdings.

522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

Schechter Investment Advisors held 5,889 shares of iShares Currency Hedged MSCI EAFE ETF worth $214K as of Q1 2025.
iShares Currency Hedged MSCI EAFE ETF was a new Schechter Investment Advisors position in Q1 2025.
iShares Currency Hedged MSCI EAFE ETF made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #545 holding.
522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.