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Wealthspire Advisors (New York)’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Wealthspire Advisors (New York)’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
-498
Closed -$19.7K – 1826
2025
Q3 		$19.7K Buy
+498
New +$19.2K ﹤0.01% 1690

Other funds holding HEFA

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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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Wealthspire Advisors (New York)'s HEFA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 498 shares — an estimated $19.7K sold.

Wealthspire Advisors (New York) first reported a position in HEFA in Q3 2025 and held it in 1 quarter. The position peaked at $19.7K in Q3 2025. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 498 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $19.7K.
  • Wealthspire Advisors (New York) first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Currency Hedged MSCI EAFE ETF position peaked at $19.7K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.