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Snowden Capital Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Snowden Capital 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
Q4 		– Sell
-6,448
Closed -$255K – 1286
2025
Q3 		$255K Buy
6,448
+506
+9% +$19.5K 0.01% 1093
2025
Q2 		$226K Sell
5,942
-43,000
-88% -$1.57M 0.01% 1128
2025
Q1 		$1.78M Buy
48,942
+39,261
+406% +$1.43M 0.06% 331
2024
Q4 		$336K Sell
9,681
-353
-4% -$12.4K 0.01% 936
2024
Q3 		$355K Sell
10,034
-44,397
-82% -$1.54M 0.01% 918
2024
Q2 		$1.94M Buy
+54,431
New +$1.91M 0.06% 325
2022
Q1 		– Sell
-969
Closed -$34K – 1475
2021
Q4 		$34K Buy
+969
New +$34.2K ﹤0.01% 1139
2020
Q1 		– Sell
-19,909
Closed -$608K – 556
2019
Q4 		$608K Sell
19,909
-14,460
-42% -$441K 0.05% 356
2019
Q3 		$1.03M Sell
34,369
-5,585
-14% -$163K 0.1% 249
2019
Q2 		$1.19M Buy
39,954
+564
+1% +$16.6K 0.12% 231
2019
Q1 		$1.14M Sell
39,390
-23,327
-37% -$649K 0.12% 230
2018
Q4 		$1.62M Sell
62,717
-48,733
-44% -$1.36M 0.21% 168
2018
Q3 		$3.34M Sell
111,450
-51,521
-32% -$1.52M 0.38% 66
2018
Q2 		$4.82M Sell
162,971
-252,876
-61% -$7.54M 0.63% 31
2018
Q1 		$11.9M Sell
415,847
-19,963
-5% -$586K 1.75% 3
2017
Q4 		$12.9M Buy
435,810
+42,199
+11% +$1.25M 1.85% 3
2017
Q3 		$11.4M Sell
393,611
-35,339
-8% -$999K 1.84% 2
2017
Q2 		$12.2M Buy
428,950
+212,489
+98% +$6.01M 2.29% 2
2017
Q1 		$5.96M Buy
216,461
+127,134
+142% +$3.42M 1.31% 8
2016
Q4 		$2.33M Buy
89,327
+4,543
+5% +$115K 0.59% 46
2016
Q3 		$2.1M Buy
84,784
+22,833
+37% +$557K 0.57% 55
2016
Q2 		$1.49M Buy
61,951
+44,298
+251% +$1.06M 0.45% 73
2016
Q1 		$421K Buy
+17,653
New +$416K 0.14% 185

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
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

Snowden Capital Advisors's HEFA Position: Q4 2025 in Review

Snowden Capital Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 6,448 shares — an estimated $255K sold.

Snowden Capital Advisors first reported a position in HEFA in Q1 2016 and held it in 23 quarters. The position peaked at $12.9M in Q4 2017. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • Snowden Capital Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Snowden Capital Advisors sold 6,448 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $255K.
  • Snowden Capital Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2016 and held it in 23 quarters.
  • Snowden Capital Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $12.9M in Q4 2017.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Snowden Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.