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Spectrum Wealth Counsel’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$3.15M Buy
86,664
+83,957
+3,101% +$3.06M 0.38% 57
2024
Q4 		$94.1K Buy
2,707
+31
+1% +$1.09K 0.01% 153
2024
Q3 		$94.8K Sell
2,676
-95,937
-97% -$3.33M 0.01% 150
2024
Q2 		$3.51M Buy
+98,613
New +$3.46M 0.44% 53

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Ameriprise
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Spectrum Wealth Counsel's HEFA Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 3,101% in Q1 2025, buying an estimated $3.06M and bringing the position to 86,664 shares worth $3.15M. The position accounts for 0.38% of the portfolio, ranked #57.

Spectrum Wealth Counsel first reported a position in HEFA in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.51M in Q2 2024. 522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

  • Spectrum Wealth Counsel held 86,664 shares of iShares Currency Hedged MSCI EAFE ETF worth $3.15M as of Q1 2025.
  • Spectrum Wealth Counsel bought 83,957 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2025, an estimated $3.06M.
  • iShares Currency Hedged MSCI EAFE ETF made up 0.38% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #57 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.51M in Q2 2024.
  • 522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.