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WealthTrak Capital Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

WealthTrak Capital Management’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
-6,546
Closed -$238K – 1000
2025
Q1 		$238K Buy
+6,546
New +$239K 0.2% 66

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Envestnet Asset Management
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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
LPL Financial
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

WealthTrak Capital Management's HEFA Position: Q2 2025 in Review

WealthTrak Capital Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2025, closing a stake of 6,546 shares — an estimated $238K sold.

WealthTrak Capital Management first reported a position in HEFA in Q1 2025 and held it in 1 quarter. The position peaked at $238K in Q1 2025. 457 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

  • WealthTrak Capital Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 6,546 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $238K.
  • WealthTrak Capital Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $238K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.