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

TSA 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 Q4	–	Sell	-5,858	Closed	-$232K	–	91
2025 Q3	$232K	Sell	5,858 -14	-0.2%	-$540	0.08%	77
2025 Q2	$223K	Sell	5,872 -49,272	-89%	-$1.8M	0.08%	76
2025 Q1	$2M	Buy	+55,144	New	+$2.01M	0.8%	27
2024 Q3	–	Sell	-72,875	Closed	-$2.59M	–	65
2024 Q2	$2.59M	Sell	72,875 -30,895	-30%	-$1.08M	1.1%	19
2024 Q1	$3.62M	Buy	+103,770	New	+$3.42M	1.58%	18

Other funds holding HEFA

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

TSA Wealth Management's HEFA Position: Q4 2025 in Review

TSA Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 5,858 shares — an estimated $232K sold.

TSA Wealth Management first reported a position in HEFA in Q1 2024 and held it in 5 quarters. The position peaked at $3.62M in Q1 2024. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

TSA Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
TSA Wealth Management sold 5,858 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $232K.
TSA Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 5 quarters.
TSA Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.62M in Q1 2024.
428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on TSA Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.