BOLTON SECURITIES CORPORATION’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

BOLTON SECURITIES CORPORATION’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	$218	Buy	+6	New	+$219	﹤0.01%	1837

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's HEFA Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q1 2025: 6 shares worth $218. The stake represents ﹤0.01% of the portfolio and ranks #1837 among its holdings.

528 funds tracked by Wall St. Rank hold HEFA as of Q1 2025.

BOLTON SECURITIES CORPORATION held 6 shares of iShares Currency Hedged MSCI EAFE ETF worth $218 as of Q1 2025.
iShares Currency Hedged MSCI EAFE ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1837 holding.
528 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.