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Wells Financial Advisors’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Wells Financial 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
-425
Closed -$16.8K – 75
2025
Q3 		$16.8K Hold
425
– – 0.02% 65
2025
Q2 		$16.1K Hold
425
– – 0.02% 68
2025
Q1 		$15.4K Hold
425
– – 0.02% 67
2024
Q4 		$14.8K Buy
+425
New +$15K 0.02% 73
2024
Q3 		– Sell
-9,839
Closed -$350K – 104
2024
Q2 		$350K Buy
+9,839
New +$345K 0.23% 42

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
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 $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
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

Wells Financial Advisors's HEFA Position: Q4 2025 in Review

Wells Financial Advisors sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 425 shares — an estimated $16.8K sold.

Wells Financial Advisors first reported a position in HEFA in Q2 2024 and held it in 5 quarters. The position peaked at $350K in Q2 2024. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • Wells Financial Advisors reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Wells Financial Advisors sold 425 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $16.8K.
  • Wells Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2024 and held it in 5 quarters.
  • Wells Financial Advisors's iShares Currency Hedged MSCI EAFE ETF position peaked at $350K in Q2 2024.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on Wells Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.