71 West Capital Partners’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

71 West Capital Partners’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	$799K	Hold	17,022	–	–	0.03%	154
2026 Q1	$723K	Buy	+17,022	New	+$733K	0.03%	122

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

71 West Capital Partners's HEFA Position: Q2 2026 in Review

71 West Capital Partners held its iShares Currency Hedged MSCI EAFE ETF (HEFA) position steady in Q2 2026 at 17,022 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #154.

71 West Capital Partners first reported a position in HEFA in Q1 2026 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

71 West Capital Partners held 17,022 shares of iShares Currency Hedged MSCI EAFE ETF worth $799K as of Q2 2026.
71 West Capital Partners left its iShares Currency Hedged MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up 0.03% of 71 West Capital Partners's portfolio in Q2 2026, its #154 holding.
71 West Capital Partners first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
449 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.