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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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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