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Stark Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Stark Wealth Management’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
-17,920
Closed -$674K – 47
2025
Q2 		$674K Buy
+17,920
New +$655K 0.96% 25

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CCM
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Envestnet Asset Management
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JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stark Wealth Management's HEFA Position: Q3 2025 in Review

Stark Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 17,920 shares — an estimated $674K sold.

Stark Wealth Management first reported a position in HEFA in Q2 2025 and held it in 1 quarter. The position peaked at $674K in Q2 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Stark Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Stark Wealth Management sold 17,920 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $674K.
  • Stark Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and held it in 1 quarter.
  • Stark Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $674K in Q2 2025.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Stark Wealth Management's 13F filing for Q3 2025, filed 17 Feb 2026.