Sovereign Financial Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Sovereign Financial 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 Q3	–	Sell	-9,015	Closed	-$342K	–	336
2025 Q2	$342K	Sell	9,015 -50	-0.6%	-$1.83K	0.07%	231
2025 Q1	$329K	Buy	+9,065	New	+$330K	0.08%	216
2024 Q3	–	Sell	-8,967	Closed	-$319K	–	288
2024 Q2	$319K	Sell	8,967 -1,558	-15%	-$54.7K	0.08%	212
2024 Q1	$367K	Buy	+10,525	New	+$347K	0.1%	186

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sovereign Financial Group's HEFA Position: Q3 2025 in Review

Sovereign Financial Group sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 9,015 shares — an estimated $342K sold.

Sovereign Financial Group first reported a position in HEFA in Q1 2024 and held it in 4 quarters. The position peaked at $367K in Q1 2024. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Sovereign Financial Group reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Sovereign Financial Group sold 9,015 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $342K.
Sovereign Financial Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 4 quarters.
Sovereign Financial Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $367K in Q1 2024.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Sovereign Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.