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

W Advisors 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
Q2 		– Sell
-8,446
Closed -$307K – 129
2025
Q1 		$307K Buy
+8,446
New +$308K 0.19% 95
2024
Q3 		– Sell
-9,563
Closed -$340K – 120
2024
Q2 		$340K Sell
9,563
-308
-3% -$10.8K 0.22% 84
2024
Q1 		$344K Buy
+9,871
New +$325K 0.24% 83

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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

W Advisors LLC's HEFA Position: Q2 2025 in Review

W Advisors LLC sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 8,446 shares — an estimated $307K sold.

W Advisors LLC first reported a position in HEFA in Q1 2024 and held it in 3 quarters. The position peaked at $344K in Q1 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • W Advisors LLC reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • W Advisors LLC sold 8,446 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $307K.
  • W Advisors LLC first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
  • W Advisors LLC's iShares Currency Hedged MSCI EAFE ETF position peaked at $344K in Q1 2024.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on W Advisors LLC's 13F filing for Q2 2025, filed 7 Aug 2025.