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

WT 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
Q4 		– Sell
-6,789
Closed -$267K – 141
2025
Q3 		$267K Sell
6,789
-115,124
-94% -$4.44M 0.08% 109
2025
Q2 		$4.63M Sell
121,913
-2,367
-2% -$86.5K 1.37% 21
2025
Q1 		$4.51M Buy
124,280
+651
+0.5% +$23.7K 1.47% 23
2024
Q4 		$4.3M Buy
123,629
+1,926
+2% +$67.8K 1.35% 21
2024
Q3 		$4.34M Buy
121,703
+2,263
+2% +$78.7K 1.39% 21
2024
Q2 		$4.25M Sell
119,440
-15,780
-12% -$554K 1.45% 20
2024
Q1 		$4.72M Buy
135,220
+5,215
+4% +$172K 1.68% 15
2023
Q4 		$4.1M Sell
130,005
-8,703
-6% -$265K 1.62% 16
2023
Q3 		$4.18M Buy
138,708
+1,846
+1% +$55.9K 1.79% 13
2023
Q2 		$4.24M Sell
136,862
-5,131
-4% -$155K 1.76% 13
2023
Q1 		$4.18M Buy
141,993
+56,398
+66% +$1.63M 1.81% 13
2022
Q4 		$2.31M Buy
85,595
+7,049
+9% +$216K 1.12% 24
2022
Q3 		$2.35M Buy
+78,546
New +$2.5M 1.18% 19

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

WT Wealth Management's HEFA Position: Q4 2025 in Review

WT Wealth Management sold out of iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q4 2025, closing a stake of 6,789 shares — an estimated $267K sold.

WT Wealth Management first reported a position in HEFA in Q3 2022 and held it in 13 quarters. The position peaked at $4.72M in Q1 2024. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • WT Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • WT Wealth Management sold 6,789 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $267K.
  • WT Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q3 2022 and held it in 13 quarters.
  • WT Wealth Management's iShares Currency Hedged MSCI EAFE ETF position peaked at $4.72M in Q1 2024.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on WT Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.