SA
HEFA icon

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

Sovran 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
Q3 		– Sell
-9,152
Closed -$343K – 531
2025
Q2 		$343K Sell
9,152
-35,408
-79% -$1.29M 0.04% 380
2025
Q1 		$1.53M Buy
44,560
+23,916
+116% +$872K 0.2% 124
2024
Q4 		$719K Buy
+20,644
New +$727K 0.1% 199

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sovran Advisors's HEFA Position: Q3 2025 in Review

Sovran Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 9,152 shares — an estimated $343K sold.

Sovran Advisors first reported a position in HEFA in Q4 2024 and held it in 3 quarters. The position peaked at $1.53M in Q1 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Sovran Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Sovran Advisors sold 9,152 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $343K.
  • Sovran Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 3 quarters.
  • Sovran Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.53M in Q1 2025.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Sovran Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.