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 Q2	$670K	Buy	14,278 +899	+7%	+$40.4K	0.25%	84
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 $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

DWM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

5T Wealth's HEFA Position: Q2 2026 in Review

5T Wealth increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.7% in Q2 2026, buying an estimated $40.4K and bringing the position to 14,278 shares worth $670K. The position accounts for 0.25% of the portfolio, ranked #84.

5T Wealth first reported a position in HEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $846K in Q1 2025. 451 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

5T Wealth held 14,278 shares of iShares Currency Hedged MSCI EAFE ETF worth $670K as of Q2 2026.
5T Wealth bought 899 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2026, an estimated $40.4K.
iShares Currency Hedged MSCI EAFE ETF made up 0.25% of 5T Wealth's portfolio in Q2 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 7 quarters since.
5T Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $846K in Q1 2025.
451 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.