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

WCG Wealth 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
2025 Q4	–	Sell	-38,039	Closed	-$1.51M	–	510
2025 Q3	$1.51M	Sell	38,039 -423	-1%	-$16.3K	0.09%	183
2025 Q2	$1.46M	Buy	38,462 +988	+3%	+$36.1K	0.09%	187
2025 Q1	$1.36M	Buy	37,474 +27,207	+265%	+$992K	0.1%	172
2024 Q4	$357K	Buy	+10,267	New	+$362K	0.02%	282
2024 Q3	–	Sell	-37,400	Closed	-$1.33M	–	309
2024 Q2	$1.33M	Buy	+37,400	New	+$1.31M	0.1%	168

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

WCG Wealth Advisors's HEFA Position: Q4 2025 in Review

WCG Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 38,039 shares — an estimated $1.51M sold.

WCG Wealth Advisors first reported a position in HEFA in Q2 2024 and held it in 5 quarters. The position peaked at $1.51M in Q3 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

WCG Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
WCG Wealth Advisors sold 38,039 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $1.51M.
WCG Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 5 quarters.
WCG Wealth Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.51M in Q3 2025.
428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on WCG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.