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

Tradition Wealth 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 Q2	–	Sell	-22,585	Closed	-$820K	–	468
2025 Q1	$820K	Buy	+22,585	New	+$823K	0.07%	190
2024 Q3	–	Sell	-25,377	Closed	-$902K	–	414
2024 Q2	$902K	Sell	25,377 -16,346	-39%	-$574K	0.09%	168
2024 Q1	$1.46M	Buy	+41,723	New	+$1.37M	0.15%	121

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

Tradition Wealth Management's HEFA Position: Q2 2025 in Review

Tradition Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 22,585 shares — an estimated $820K sold.

Tradition Wealth Management first reported a position in HEFA in Q1 2024 and held it in 3 quarters. The position peaked at $1.46M in Q1 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Tradition Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Tradition Wealth Management sold 22,585 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $820K.
Tradition Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
Tradition Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.46M in Q1 2024.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Tradition Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.