SFA
HEFA icon

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

Sequoia 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
2026
Q1 		$676K Buy
+15,906
New +$685K ﹤0.01% 1091
2025
Q4 		– Sell
-24,878
Closed -$985K – 1954
2025
Q3 		$985K Sell
24,878
-16
-0.1% -$617 0.01% 784
2025
Q2 		$945K Sell
24,894
-102
-0.4% -$3.73K 0.01% 706
2025
Q1 		$907K Buy
24,996
+3,830
+18% +$140K 0.01% 654
2024
Q4 		$736K Hold
21,166
– – 0.01% 677
2024
Q3 		$750K Hold
21,166
– – 0.01% 627
2024
Q2 		$753K Buy
21,166
+786
+4% +$27.6K 0.01% 563
2024
Q1 		$711K Sell
20,380
-11,428
-36% -$376K 0.01% 581
2023
Q4 		$1M Buy
31,808
+11,428
+56% +$348K 0.01% 523
2023
Q3 		$613K Hold
20,380
– – 0.01% 452
2023
Q2 		$632K Buy
+20,380
New +$617K 0.01% 452

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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