Shared Vision Wealth Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Shared Vision Wealth 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 Q2	–	Sell	-12,149	Closed	-$441K	–	84
2025 Q1	$441K	Buy	+12,149	New	+$443K	0.24%	50
2024 Q3	–	Sell	-26,096	Closed	-$928K	–	73
2024 Q2	$928K	Sell	26,096 -10,745	-29%	-$377K	0.54%	29
2024 Q1	$1.29M	Buy	+36,841	New	+$1.21M	0.8%	23

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

Shared Vision Wealth Group's HEFA Position: Q2 2025 in Review

Shared Vision Wealth Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 12,149 shares — an estimated $441K sold.

Shared Vision Wealth Group first reported a position in HEFA in Q1 2024 and held it in 3 quarters. The position peaked at $1.29M in Q1 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Shared Vision Wealth Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Shared Vision Wealth Group sold 12,149 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $441K.
Shared Vision Wealth Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
Shared Vision Wealth Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.29M in Q1 2024.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Shared Vision Wealth Group's 13F filing for Q2 2025, filed 7 Aug 2025.