VAS
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Vestmark Advisory Solutions’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Vestmark Advisory Solutions’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
2026
Q1 		$22M Buy
+518,815
New +$22.4M 0.24% 90
2025
Q3 		– Sell
-15,106
Closed -$573K – 948
2025
Q2 		$573K Sell
15,106
-55,388
-79% -$2.02M 0.01% 591
2025
Q1 		$2.56M Buy
+70,494
New +$2.57M 0.07% 297
2022
Q4 		– Sell
-30,482
Closed -$911K – 858
2022
Q3 		$911K Sell
30,482
-3,659
-11% -$117K 0.05% 407
2022
Q2 		$1.09M Buy
+34,141
New +$1.13M 0.06% 349

Other funds holding HEFA

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CCM
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Envestnet Asset Management
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Ameriprise
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return