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

SVB Wealth’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 Q2	–	Sell	-2,250	Closed	-$81.7K	–	996
2025 Q1	$81.7K	Buy	+2,250	New	+$82K	﹤0.01%	448
2023 Q3	–	Sell	-7,550	Closed	-$234K	–	896
2023 Q2	$234K	Hold	7,550	–	–	﹤0.01%	763
2023 Q1	$222K	Hold	7,550	–	–	﹤0.01%	843
2022 Q4	$204K	Hold	7,550	–	–	﹤0.01%	906
2022 Q3	$226K	Buy	7,550 +245	+3%	+$7.81K	﹤0.01%	807
2022 Q2	$232K	Buy	7,305 +2,250	+45%	+$74.6K	﹤0.01%	641
2022 Q1	$171K	Buy	5,055 +245	+5%	+$8.33K	﹤0.01%	709
2021 Q4	$169K	Hold	4,810	–	–	﹤0.01%	719
2021 Q3	$165K	Hold	4,810	–	–	﹤0.01%	921
2021 Q2	$166K	Hold	4,810	–	–	﹤0.01%	905
2021 Q1	$158K	Hold	4,810	–	–	﹤0.01%	848
2020 Q4	$146K	Hold	4,810	–	–	﹤0.01%	775
2020 Q3	$132K	Hold	4,810	–	–	﹤0.01%	663
2020 Q2	$132K	Hold	4,810	–	–	﹤0.01%	565
2020 Q1	$116K	Buy	+4,810	New	+$137K	﹤0.01%	492

Other funds holding HEFA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SVB Wealth's HEFA Position: Q2 2025 in Review

SVB Wealth sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 2,250 shares — an estimated $81.7K sold.

SVB Wealth first reported a position in HEFA in Q1 2020 and held it in 15 quarters. The position peaked at $234K in Q2 2023. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

SVB Wealth reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 2,250 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $81.7K.
SVB Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2020 and held it in 15 quarters.
SVB Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $234K in Q2 2023.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.