Wealthfront Advisers
HEFA icon

Wealthfront Advisers’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Wealthfront Advisers’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 		$577K Buy
13,580
+3,105
+30% +$134K ﹤0.01% 809
2025
Q4 		$433K Buy
10,475
+3,467
+49% +$142K ﹤0.01% 849
2025
Q3 		$278K Buy
7,008
+862
+14% +$33.2K ﹤0.01% 919
2025
Q2 		$233K Sell
6,146
-742
-11% -$27.1K ﹤0.01% 923
2025
Q1 		$250K Buy
+6,888
New +$251K ﹤0.01% 872
2023
Q2 		– Sell
-17,216
Closed -$507K – 830
2023
Q1 		$507K Buy
+17,216
New +$497K ﹤0.01% 658

Other funds holding HEFA

Goldman Sachs
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
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
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 $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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return