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

Scissortail 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 Q3	–	Sell	-119,019	Closed	-$4.52M	–	119
2025 Q2	$4.52M	Buy	119,019 +5,024	+4%	+$184K	1.09%	33
2025 Q1	$4.14M	Buy	+113,995	New	+$4.16M	1.06%	35
2024 Q3	–	Sell	-41,186	Closed	-$1.46M	–	130
2024 Q2	$1.46M	Buy	41,186 +144	+0.4%	+$5.05K	0.37%	59
2024 Q1	$1.43M	Buy	+41,042	New	+$1.35M	0.38%	62

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $4.24B AUM 17.78% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Scissortail Wealth Management's HEFA Position: Q3 2025 in Review

Scissortail Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 119,019 shares — an estimated $4.52M sold.

Scissortail Wealth Management first reported a position in HEFA in Q1 2024 and held it in 4 quarters. The position peaked at $4.52M in Q2 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Scissortail Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Scissortail Wealth Management sold 119,019 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $4.52M.
Scissortail Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 4 quarters.
Scissortail Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.52M in Q2 2025.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Scissortail Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.