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White Pine Capital’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

White Pine Capital’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
Q1 		– Sell
-5,848
Closed -$203K – 228
2024
Q4 		$203K Hold
5,848
– – 0.07% 215
2024
Q3 		$207K Sell
5,848
-56
-0.9% -$1.95K 0.07% 210
2024
Q2 		$210K Sell
5,904
-60
-1% -$2.11K 0.08% 202
2024
Q1 		$205K Buy
+5,964
New +$196K 0.08% 203
2023
Q2 		– Sell
-9,001
Closed -$265K – 205
2023
Q1 		$265K Sell
9,001
-789
-8% -$22.8K 0.1% 176
2022
Q4 		$264K Sell
9,790
-360
-4% -$11K 0.1% 172
2022
Q3 		$303K Buy
10,150
+1,005
+11% +$32K 0.13% 163
2022
Q2 		$291K Buy
9,145
+149
+2% +$4.94K 0.11% 167
2022
Q1 		$305K Sell
8,996
-2,807
-24% -$95.4K 0.09% 188
2021
Q4 		$417K Buy
+11,803
New +$417K 0.12% 167
2019
Q3 		– Sell
-7,305
Closed -$218K – 233
2019
Q2 		$218K Sell
7,305
-150
-2% -$4.41K 0.08% 208
2019
Q1 		$215K Buy
+7,455
New +$207K 0.08% 209

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

White Pine Capital's HEFA Position: Q1 2025 in Review

White Pine Capital sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2025, closing a stake of 5,848 shares — an estimated $203K sold.

White Pine Capital first reported a position in HEFA in Q1 2019 and held it in 12 quarters. The position peaked at $417K in Q4 2021. 522 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

  • White Pine Capital reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • White Pine Capital sold 5,848 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2025, an estimated $203K.
  • White Pine Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2019 and held it in 12 quarters.
  • White Pine Capital's iShares Currency Hedged MSCI EAFE ETF position peaked at $417K in Q4 2021.
  • 522 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on White Pine Capital's 13F filing for Q1 2025, filed 13 May 2025.