5T Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

5T Wealth’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
2026 Q1	$569K	Sell	13,379 -180	-1%	-$7.75K	0.22%	84
2025 Q4	$561K	Sell	13,559 -1,350	-9%	-$55.3K	0.22%	82
2025 Q3	$591K	Sell	14,909 -2,697	-15%	-$104K	0.26%	77
2025 Q2	$668K	Sell	17,606 -5,705	-24%	-$209K	0.32%	69
2025 Q1	$846K	Buy	23,311 +13,147	+129%	+$479K	0.45%	58
2024 Q4	$353K	Buy	+10,164	New	+$358K	0.19%	84

Other funds holding HEFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

5T Wealth's HEFA Position: Q1 2026 in Review

5T Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 1.3% in Q1 2026, selling an estimated $7.75K and leaving 13,379 shares worth $569K. The position accounts for 0.22% of the portfolio, ranked #84.

5T Wealth first reported a position in HEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $846K in Q1 2025. 433 funds tracked by Wall St. Rank hold HEFA as of Q1 2026.

5T Wealth held 13,379 shares of iShares Currency Hedged MSCI EAFE ETF worth $569K as of Q1 2026.
5T Wealth sold 180 iShares Currency Hedged MSCI EAFE ETF shares in Q1 2026, an estimated $7.75K.
iShares Currency Hedged MSCI EAFE ETF made up 0.22% of 5T Wealth's portfolio in Q1 2026, its #84 holding.
5T Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
5T Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $846K in Q1 2025.
433 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q1 2026.

Based on 5T Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.