ShoreHaven Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

ShoreHaven Wealth Partners’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	-5,905	Closed	-$224K	–	104
2025 Q2	$224K	Sell	5,905 -42,228	-88%	-$1.54M	0.09%	91
2025 Q1	$1.75M	Buy	+48,133	New	+$1.75M	0.84%	31
2024 Q3	–	Sell	-54,153	Closed	-$1.93M	–	86
2024 Q2	$1.93M	Buy	54,153 +8,922	+20%	+$313K	1.01%	23
2024 Q1	$1.58M	Buy	+45,231	New	+$1.49M	0.87%	29

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

ShoreHaven Wealth Partners's HEFA Position: Q3 2025 in Review

ShoreHaven Wealth Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 5,905 shares — an estimated $224K sold.

ShoreHaven Wealth Partners first reported a position in HEFA in Q1 2024 and held it in 4 quarters. The position peaked at $1.93M in Q2 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

ShoreHaven Wealth Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
ShoreHaven Wealth Partners sold 5,905 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $224K.
ShoreHaven Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 4 quarters.
ShoreHaven Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.93M in Q2 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2025, filed 23 Oct 2025.