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Stratos Wealth Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Stratos Wealth Partners’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 		– Sell
-54,377
Closed -$1.89M – 1423
2024
Q4 		$1.89M Buy
54,377
+1,683
+3% +$59.3K 0.03% 492
2024
Q3 		$1.87M Buy
52,694
+47,043
+832% +$1.64M 0.03% 486
2024
Q2 		$201K Buy
+5,651
New +$198K ﹤0.01% 1268
2020
Q2 		– Sell
-19,816
Closed -$480K – 1013
2020
Q1 		$480K Buy
19,816
+1,176
+6% +$33.5K 0.02% 538
2019
Q4 		$569K Sell
18,640
-1,364
-7% -$41.6K 0.02% 557
2019
Q3 		$599K Sell
20,004
-2,529
-11% -$73.8K 0.03% 504
2019
Q2 		$672K Buy
22,533
+1,499
+7% +$44K 0.03% 479
2019
Q1 		$607K Buy
21,034
+2,240
+12% +$62.3K 0.03% 496
2018
Q4 		$485K Buy
18,794
+161
+0.9% +$4.48K 0.03% 522
2018
Q3 		$558K Buy
18,633
+3,339
+22% +$98.6K 0.02% 506
2018
Q2 		$453K Sell
15,294
-21,732
-59% -$648K 0.02% 597
2018
Q1 		$1.06M Buy
37,026
+23,787
+180% +$699K 0.04% 356
2017
Q4 		$393K Sell
13,239
-15,816
-54% -$469K 0.02% 588
2017
Q3 		$841K Sell
29,055
-3,916
-12% -$111K 0.04% 367
2017
Q2 		$937K Buy
+32,971
New +$932K 0.05% 307
2016
Q1 		– Sell
-215,477
Closed -$5.47M – 620
2015
Q4 		$5.47M Sell
215,477
-45,026
-17% -$1.17M 0.46% 42
2015
Q3 		$6.4M Sell
260,503
-45,982
-15% -$1.21M 0.8% 20
2015
Q2 		$8.37M Buy
306,485
+141,365
+86% +$4.01M 1.07% 14
2015
Q1 		$4.61M Buy
+165,120
New +$4.41M 0.55% 32

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

Stratos Wealth Partners's HEFA Position: Q1 2025 in Review

Stratos Wealth Partners sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2025, closing a stake of 54,377 shares — an estimated $1.89M sold.

Stratos Wealth Partners first reported a position in HEFA in Q1 2015 and held it in 19 quarters. The position peaked at $8.37M in Q2 2015. 522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

  • Stratos Wealth Partners reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 54,377 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2025, an estimated $1.89M.
  • Stratos Wealth Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2015 and held it in 19 quarters.
  • Stratos Wealth Partners's iShares Currency Hedged MSCI EAFE ETF position peaked at $8.37M in Q2 2015.
  • 522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.