WA
HEFA icon

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

Waverly Advisors’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 		$81.9M Sell
1,927,453
-563,442
-23% -$24.3M 0.61% 34
2025
Q4 		$103M Buy
2,490,895
+95,434
+4% +$3.91M 0.83% 19
2025
Q3 		$94.9M Buy
2,395,461
+213,032
+10% +$8.21M 0.95% 16
2025
Q2 		$82.8M Buy
2,182,429
+230,403
+12% +$8.42M 0.91% 19
2025
Q1 		$70.8M Buy
1,952,026
+1,863,929
+2,116% +$67.9M 0.86% 18
2024
Q4 		$3.06M Buy
88,097
+24,690
+39% +$870K 0.05% 294
2024
Q3 		$2.25M Buy
63,407
+22,805
+56% +$793K 0.04% 317
2024
Q2 		$1.44M Buy
+40,602
New +$1.42M 0.03% 371

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
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