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Western Pacific Wealth Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Western Pacific Wealth 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
Q3 		– Sell
-1,417
Closed -$53.8K – 197
2025
Q2 		$53.8K Buy
+1,417
New +$51.8K 0.05% 131

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DWM
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QWP
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UCFA
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Northwestern Mutual Wealth Management
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Western Pacific Wealth Management's HEFA Position: Q3 2025 in Review

Western Pacific Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q3 2025, closing a stake of 1,417 shares — an estimated $53.8K sold.

Western Pacific Wealth Management first reported a position in HEFA in Q2 2025 and held it in 1 quarter. The position peaked at $53.8K in Q2 2025. 424 funds tracked by Wall St. Rank hold HEFA as of Q3 2025.

  • Western Pacific Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Western Pacific Wealth Management sold 1,417 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2025, an estimated $53.8K.
  • Western Pacific Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and held it in 1 quarter.
  • Western Pacific Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $53.8K in Q2 2025.
  • 424 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2025.

Based on Western Pacific Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.