Semmax Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Semmax Financial 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 Q2	–	Sell	-4,289	Closed	-$157K	–	426
2025 Q1	$158K	Buy	4,289 +4,288	+428,800%	+$156K	0.04%	131
2024 Q4	$26	Hold	1	–	–	﹤0.01%	352
2024 Q3	$24	Sell	1 -4,289	-100%	-$149K	﹤0.01%	372
2024 Q2	$145K	Sell	4,290 -1,871	-30%	-$65.7K	0.04%	129
2024 Q1	$219K	Buy	+6,161	New	+$203K	0.07%	114
2020 Q3	–	Sell	-387	Closed	-$11K	–	259
2020 Q2	$11K	Hold	387	–	–	0.01%	152
2020 Q1	$9K	Hold	387	–	–	0.01%	157
2019 Q4	$12K	Hold	387	–	–	0.01%	158
2019 Q3	$12K	Hold	387	–	–	0.01%	164
2019 Q2	$12K	Sell	387 -479	-55%	-$14.1K	0.01%	168
2019 Q1	$25K	Hold	866	–	–	0.02%	241
2018 Q4	$22K	Buy	+866	New	+$24.1K	0.02%	269

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

Semmax Financial Advisors's HEFA Position: Q2 2025 in Review

Semmax Financial Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 4,289 shares — an estimated $157K sold.

Semmax Financial Advisors first reported a position in HEFA in Q4 2018 and held it in 12 quarters. The position peaked at $219K in Q1 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Semmax Financial Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Semmax Financial Advisors sold 4,289 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $157K.
Semmax Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2018 and held it in 12 quarters.
Semmax Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $219K in Q1 2024.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.