Stonebrook Private’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Stonebrook Private’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	-13,705	Closed	-$520K	–	210
2025 Q2	$520K	Sell	13,705 -85,504	-86%	-$3.13M	0.12%	125
2025 Q1	$3.6M	Buy	99,209 +88,940	+866%	+$3.24M	0.94%	26
2024 Q4	$357K	Sell	10,269 -47,683	-82%	-$1.68M	0.09%	130
2024 Q3	$2.05M	Sell	57,952 -12,812	-18%	-$445K	0.54%	50
2024 Q2	$2.52M	Buy	70,764 +62,833	+792%	+$2.2M	0.72%	38
2024 Q1	$277K	Buy	+7,931	New	+$261K	0.08%	163

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stonebrook Private's HEFA Position: Q3 2025 in Review

Stonebrook Private sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 13,705 shares — an estimated $520K sold.

Stonebrook Private first reported a position in HEFA in Q1 2024 and held it in 6 quarters. The position peaked at $3.6M in Q1 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

Stonebrook Private reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Stonebrook Private sold 13,705 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $520K.
Stonebrook Private first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 6 quarters.
Stonebrook Private's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.6M in Q1 2025.
424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Stonebrook Private's 13F filing for Q3 2025, filed 10 Nov 2025.