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Synergy Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Synergy Asset 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
Q1 		– Sell
-2,166
Closed -$76.7K – 386
2024
Q4 		$76.7K Buy
+2,166
New +$76.3K 0.01% 246

Other funds holding HEFA

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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

Synergy Asset Management's HEFA Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2025, closing a stake of 2,166 shares — an estimated $76.7K sold.

Synergy Asset Management first reported a position in HEFA in Q4 2024 and held it in 1 quarter. The position peaked at $76.7K in Q4 2024. 522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 2,166 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2025, an estimated $76.7K.
  • Synergy Asset Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $76.7K in Q4 2024.
  • 522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.