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

Wealth Alliance’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	-81,017	Closed	-$2.94M	–	551
2025 Q1	$2.94M	Buy	+81,017	New	+$2.95M	0.36%	58
2024 Q3	–	Sell	-85,028	Closed	-$3.02M	–	534
2024 Q2	$3.02M	Sell	85,028 -28,514	-25%	-$1M	0.39%	44
2024 Q1	$3.96M	Buy	+113,542	New	+$3.74M	0.52%	29

Other funds holding HEFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Wealth Alliance's HEFA Position: Q2 2025 in Review

Wealth Alliance sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 81,017 shares — an estimated $2.94M sold.

Wealth Alliance first reported a position in HEFA in Q1 2024 and held it in 3 quarters. The position peaked at $3.96M in Q1 2024. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Wealth Alliance reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Wealth Alliance sold 81,017 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $2.94M.
Wealth Alliance first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
Wealth Alliance's iShares Currency Hedged MSCI EAFE ETF position peaked at $3.96M in Q1 2024.
457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Wealth Alliance's 13F filing for Q2 2025, filed 8 Aug 2025.