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Tradewinds LLC’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Tradewinds LLC’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
-13,168
Closed -$500K – 228
2025
Q2 		$500K Buy
+13,168
New +$481K 0.38% 53

Other funds holding HEFA

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Ameriprise
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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 $1.56T 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 $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

Tradewinds LLC's HEFA Position: Q3 2025 in Review

Tradewinds LLC sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 13,168 shares — an estimated $500K sold.

Tradewinds LLC first reported a position in HEFA in Q2 2025 and held it in 1 quarter. The position peaked at $500K in Q2 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Tradewinds LLC reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Tradewinds LLC sold 13,168 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $500K.
  • Tradewinds LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and held it in 1 quarter.
  • Tradewinds LLC's iShares Currency Hedged MSCI EAFE ETF position peaked at $500K in Q2 2025.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Tradewinds LLC's 13F filing for Q3 2025, filed 29 Oct 2025.