Theory Financial’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Theory Financial’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	-14,932	Closed	-$542K	–	90
2025 Q1	$542K	Buy	+14,932	New	+$544K	0.23%	56
2024 Q3	–	Sell	-16,041	Closed	-$570K	–	69
2024 Q2	$570K	Buy	16,041 +3,451	+27%	+$121K	0.27%	49
2024 Q1	$439K	Buy	+12,590	New	+$415K	0.22%	54

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

Theory Financial's HEFA Position: Q2 2025 in Review

Theory Financial sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 14,932 shares — an estimated $542K sold.

Theory Financial first reported a position in HEFA in Q1 2024 and held it in 3 quarters. The position peaked at $570K in Q2 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Theory Financial reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Theory Financial sold 14,932 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $542K.
Theory Financial first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
Theory Financial's iShares Currency Hedged MSCI EAFE ETF position peaked at $570K in Q2 2024.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Theory Financial's 13F filing for Q2 2025, filed 11 Aug 2025.